HomeMy WebLinkAbout06-19-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES D BOGAR
BOGAR 8~ HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
OFCS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTIyC~ IJJHERITANCE TAX
1 ICFP~AL~~M~~IT`',' ALLOWANCE OR DISALLOWANCE
Q~;-IIfaDUCTiON~ A1VD ASSESSMENT OF TAX
. ,_, .. ,, li.,~ u~ .. •'
%Q09 JUG 19 ~~ 2' 2 ESTATE OF
DATE OF DEATH
C~~~~{Q~ FILE NUMBER
Oi~PI t~S~I`~.~'tr ~`~~~pP. ACNNTY
C~~'~ `- v
APPEAL
PA 17011
REY-1547 EX AFP (01-09)
06-15-2009
MYERS RICHARD F
10-16-2008
21 08-1081
CUMBERLAND
101
DATE: 08-14-2009
(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 _ --') R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS RICHARD F FILE N0. 21 08-1081 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
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
C3) of this form with your
C4) .00 tax payment.
c5) 75, 122.54
c6) .00
I7) .00
c8) 75,122.54
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,824.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 8 .874 _ 90
66,297.64
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
66,297.64
14. Net Value of Estate Sub3ect to Tax C14)
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
I15) .00 x
cl6) 49,543.23 X
C17) • 00 X
c18) 16, 754.41 X
00 _ .00
045_ 2,229.45
12 _ .00
15 _ 2,513.16
c19)= 4,742.61
~~ PAYMENT~~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-14-2009 CD010763 234.92 4,463.43
01-22-2009 CD010797 .00 44.26
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 4,742.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)