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BUREAU GF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~'~ ' ' ~~-, ~ j ;--. ~I.O~I~~.: OF INHERITANCE TAX
j ./~~I~~IS,EhiENT, ALLOWANCE OR DISALLOWANCE
;~~ti,1,`~ i ;;,~®F,_1DE~UC~~T~~ONS AND ASSESSMENT OF TAX
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JAMES G RHINEHART 'y'~- "-~ ~ - `'-"'-" '
2393 LAMBS GAP RD
ENOLA PA 17025
REV-1547 EX AFP (01-09)
DATE 11-09-2009
ESTATE OF BOMBERGER GORDON L
DATE OF DEATH 10-17-2008
FILE NUMBER 21 08-1059
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-08-2010
(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 ~ _
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOMBERGER GORDON L FILE N0. 21 08-1059 ACN 101 _ ________________
-
OR
DATE 11-09-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
C2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 5,7 2 5.4 3
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) 103,503.76
(g) 179, 229.19
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,366.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19 0 .6 3
11 . Total Deductions (11) 1 . ~~6 . 63
166,672.56
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
166, 672.56
14. Net Value of Estate Subject 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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) 166, 672.56 X 12 = 20, 000 .70
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 1 5 = .0 0
19. Principal Tax Due C19)= 20,000.70
AA V n f-Y i . v .
AYM N
DATE
R CEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-08-2008 CD010625 933.89 17,744.00 ,
05-06-2009 CD011207 .00 1,369.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 20,047.39
BALANCE OF TAX DUE 46.69CR
INTEREST AND PEN. .00
TOTAL DUE 46.69CR
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (8-88)
. INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Gordon L. Bomberger 2108-1059
REVIEWED BY ACN
Destiny S.R.Brown 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F ~ 1 ~ Department will bill joint owner separately.
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