HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~!'OT~~GEi ~OF'jI'NHERITANCE TAX ~-
BUREAU OF INDIVIDUAL TAXES APPRAI.§E~MEN~r'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF~,`,D~~~U;C]i~i0,~1$ AND...ASSESSMENT OF TAX
PO BOX 2BOti01
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~±~~ S~~ ~ ~ ~~) ~Z~uP~E 09-15-2009
ESTATE OF LULEY ESTHER R
t,~ Fn~~ n~ DATE OF DEATH 12-03-2008
~t~~~~~,.r,~~~ ~r~~~1.~TFILE NUMBER 21 08-1241
JAMES D BOGAR ~~'` ~~' "' .~` ~OUNTY CUMBERLAND
ACN 101
BOGAR & HIPP LAW OFCS APPEAL DATE: 11-14-2009
1 W MAY N ST (See reverse side under Ohjections)
SHIREMANSTOWN 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 FDR 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 LULEY ESTHER R FILE N0. 21 08-1241 ACN 101 DATE 09-15-2009
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
cl) .00
cz) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 250 , 765.50
c6) 2, 147.68
cn 2,168.78
~$) 255, 081.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
17,564 .88
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 17.64-SA
12. Net Value of Tax Return C12) 237,517.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14)
237,517.08
NOTE: If an assessment was issued previously, l ines 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 C15) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 237,517.08 X 045 = 10,688.27
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19)=
10,688.27
TAX rRFT1TTS r
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-27-2009 CD010948 531.00 10,089.00
04-09-2009 CD011091 .00 68.27
TOTAL TAX CREDIT 10,688.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PA:[D AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. // 1
1.~.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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