HomeMy WebLinkAbout09-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES , ` 5~,} t ~~A~ij~~}A`~SE~ENTE ALLOWANCETORCDISALLOWANCE
INHERITANCE TAX DIVISION - ,,.i, I , ., ~ F1 UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '.1~`~ S ~: ~ ,~Q . ~~.~ „
HARRISBURG PA 17128-0601 ~'-'
y nn REV-1547 EX AFP (01-09)
24Q9SEP-~ ~~` ~; ZU DATE 08-31-2009
ESTATE OF BOWMAN DORIS S
~R~ ~~ DATE OF DEATH 01-01-2009
4~`~"'i',~ ,~ fp'~ F I L E NUMBER 21 0 9- 010 2
MURREL R WALTERS I~,~,~~ ~., ~ COUNTY CUMBERLAND
ACN 101
54 E MAIN ST APPEAL DATE: 10-30-2009
MECHANICSBURG PA 17055 (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 YOUR RECORDS F-
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EV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOWMAN DORIS S FILE N0. 21 09-0102 ACN 101 DATE 08-31-2009
TAX RETURN WAS: (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:
C1) 124,000.00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5)_ 106.193.14
c6) .00
cn .00
ce) 230, 193.14
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,341.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 75?,4 9
11. Total Deductions
C11) 4.093.49
12. Net Value of Tax Return X12) 226,099.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax X14) 226, 099.65
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 I15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 226, 099.65 X 045 _ 10, 174.48
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due C19)= 10, 174
48
TAX CRF i1TTS .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-31-2009 CD011061 508.72 9,665.76
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 10,174.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~'