HomeMy WebLinkAbout06-19-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES D BOGAR
BOGAR 81 HIPP
1 W MAIN ST
SHIREMANSTOWN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r,r i ~' "'~ " ~ ~y~?~'I~ OF .INHERITANCE TAX
`_" PRA~SEI~.~NT, ALLOWANCE OR DISALLOWANCE
-+
+, ;4 J i t~F.~,QE'DUCTI;ONS AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
209 JE1N i 9 P~ Za 2 ~ DATE 06-15-2009
ESTATE OF NESMITH JOSEPH W
C~~~t~ ~`~~ DATE OF DEATH 07-25-2008
~~P~'.~~,~ v~.1VRt FILE NUMBER 21 08-0822
A ~n-~ ,t_ ,hn COUNTY CUMBERLAND
C~'+., r., ._ .~~Lr., ~A. ACN 101
APPEAL DATE: 08-14-2009
(See reverse side under Objections)
PA 17011 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 YOUR RECORDS !-~ ______________
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NESMITH JOSEPH W FILE N0. 21 08-0822 ACN 101 DATE 06-15-2009
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
~1) 180,000.00
C2) .00
c3) .00
C4) .00
C5) 15,519.81
c6) .00
c7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 195,519.81
APPROVED DEDUCTIONS AND EXEMPTIONS: 36,068.13
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 36.068 _ 13._
159,451.68
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
159,451.68
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
•00
00
.00
15. Amount of Line 14 at Spousal rate C15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 159,451.68 X 12 19,134.20
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 19, 134.20
1f1A YnVYL . V
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-22-2009 CD010798 .00 19,134.20
TOTAL TAX CREDIT 19,134.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 r
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)