HomeMy WebLinkAbout06-05-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
HEATHER D ROYER
SMIGEL ETAL
4431 N FRONT ST
HBG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT..ICE- OF INHERITANCE TAX
-r- APP R'A';I'S'~,MENT., ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (01-09)
4~ Ip : J~ DATE 06-02-2009
~`~ ~ i t ESTATE OF BOHNER RUSSELL J
~~'-;-; i~t ~- ~;_T
ESQ ~;' ~' '^v~a
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3RD F
PA 17110
DATE OF DEATH 04-01-2008
FILE NUMBER 21 OS-0405
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-01-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS E-
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REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOHNER RUSSELL J FILE N0. 21 08-0405 ACN 101 DATE 06-02-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was
reflect figures that
ASSESSMENT OF TAX:
issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
include the total of ALL returns assessed to date.
15.. Amount of Line 14 at Spousal rate
lb.. Amount of Line 14 taxable at Lineal/Class A rate
17'. Amount of Line 14 at Sibling rate
lFl. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rat rn_
~1) 144,992.16 NOTE: To insure proper
~2) 68,975.88 credit to your account,
00 submit the upper portion
(3) . of this form with your
~4) .00 tax payment.
~5) 105,474.75
c6) .00
~7) 895,400.56
~$) 1,214,843.35
31,056.01
C9)
cla) 3.410.79
(11) 34.466.80
I12) 1,180,376.55
.00 X
1,180,376.55 X
c17) • 00 x
cla) • 00 x
00 _ .00
045_ 53,116.94
12 _ .00
15 _ .00
cly)= 53, 116.94
~~ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-01-2008 CD009961 2,655.85 51,250.00
(15)
C16)
Nonelected 9113 Trusts (Schedule J) C13) .00
c14) 1,180,376.55
TOTAL TAX CREDIT 53,905.85
BALANCE OF TAX DUE 788.91CR
INTEREST AND PEN. .00
TOTAL DUE 788.91CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE