HomeMy WebLinkAbout10-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-06D1
JACOB L BEAR JR
334 SHED RD
NEWVILLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~-~~ ,~?~-~;•tir^((~~1 ~^t~O~F~."!~F INHERITANCE TAX
". '~= ~A~PR~~-~~SFM~NT, ALLOWANCE OR DISALLOWANCE
r'" °x'~` p~~a ~EDI'~CTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
~~ ~~-~ ~~ ~ ~ ~~ DATE 10-20-2009
ESTATE OF BEAR MARY E
~,~ -nrr f.~~ DATE OF DEATH 01-31-2008
~J~ ~` ~ FILE NUMBER 21 08 - 0183
~`~~~ ~, ~ - ".-,,, COUNTY CUMBERLAND
~,. ~, ~ .~;~ ACN 101
~~
APPEAL DATE: 12-19-2009
PA 17241 (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- ~ -- ----------------
--- ----- ---- ---- -- ---- ------------------------ ---- ------- ---- -
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEAR MARY E FILE N0. 21 08-0183 ACN 101 DATE 10-20-2009
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) 295, 000.00 NOTE: To insure proper
C2) .0 0 credit to your account,
C3) .0 0 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 22 , 232.90
C6) .00
C7) 113,406.00
C8) 430,638.90
APPROVED DEDUCTIONS AND EXEMPTIONS: 23,703.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 8 9 .6 9
11 . Total Deductions C11) 24.992 _ 94
405, 645.96
12. Net Value of Tax Return C12)
.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
14. Net Value of Estate Subject to Tax C14) 405, 645.96
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:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 405,645.96 X 045 = 18,254.00
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) •0 0 X 15 = .0 0
19. Principal Tax Due
T~V ,~~r1'fT T~• C19)= 18,254.00
1 A V R G L i 1 J-
PAYME T
DATE
R CEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-23-2008 CD010448 .00 17,995.00
04-30-2009 CD011179 7.29- 266.29
TOTAL TAX CREDIT 18,254.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)