HomeMy WebLinkAbout12-18-09NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ,, ,,t-~ n
INHERITANCE TAX DIVISION ar r ~-'fir ~~~lE!~;~QN~S AND ASSESSME~'T OF TAX
PO BOX 280601
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HARRISBURG PA 17128-0601 ~I _•s,J4~.,~ i 'vs +iF-~
2009 DEC 18 AM { I = 32
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JAMES D BOGAR ORPHAa~I S LOURT
BOGAR & HIPP LAW 0~~`=~"-~~`~~~ ~~~~ ~~~
1 W MAIN STREET
SHIREMANSTOWN PA 17011
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C10-09)
DATE 12-14-2009
ESTATE OF PAULES JEAN W
DATE OF DEATH 01-30-2009
FILE NUMBER 21 09-0151
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-12-2010
(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 E~
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PAULES JEAN WFILE N0.:21 09-0151 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 86,075.78 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 239,237.2 2
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 D
s. Total assets (8) 325.313.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 63.748.4 9
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0'D
11. Total Deductions C11) 63,748.49
12. Net Value of Tax Return (12) 261,564.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 9.000.00
14. Net Value of Estate Subject to Tax (14) 252,564.51
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
17. Amount of Lina 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
04-28-2009 CD011176 1,894.23
(15) . 00 X
C16) ~ 00 X
(17) _ 00 X
(18) 252,564.51 X
AMOUNT PAID
00 = .00
045 = .00
12 = .00
15 = 37,884.68
(19)= 37,884.68
TOTAL TAX PAYMENT 42,791.73
BALANCE OF TAX DUE 4,907.05CR
INTEREST AND PEN. .00
TOTAL DUE 4,907.05CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. C-,~~!`