HomeMy WebLinkAbout03-05-10~ ~,~•
NOTICE OF INHERITANCE TAX pennsylvarna ~~
pPP~AiS~M6NT,-;AtLfi?;k~IANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDitCTIb1~1$~ ~~ID ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
INHERITANCE TAX DIVISION ~ ~~,
PO BOX 280601 _
HARRISBURG PA 17128-0601 "~-
DATE 02-23-2010
ESTATE OF RUHLAND MARIE L
DATE OF DEATH 09-06-2008
^' ~'-~ r•,- _ FILE NUMBER 21 09-0024
,_~ ~
(~ r '~` ~ ~ COUNTY CUMBERLAND
' 1 ~'~ ACN 101
JAMES D BOGAR r!
~~'~ APPEAL DATE: 04-24-2010
BOGAR & HIPP LAE OFCS
1 W MAI N ST (See reverse side under Objections)
SHIREMANSTOWN PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-09)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: RUHLAND MARIE LFILE N0.:21 09-0024 ACN: 101 DATE: 02-23-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) .0 0 NOTE: To ensure proper
1. Real Estate (Schedule A) •00 credit to Your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B) •0 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
C4) • 00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 1 , 292.68
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 113.28
(6)
6. Jointly Owned Property (Schedule F) 4$,035.63
C7)
7. Transfers (Schedule G)
CB) 49,441.59
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
C9) 17 , 562 .
Clo) 18.049.28
Non-elected 9113 Trusts (Schedule J)
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
17. Amount of Line 14 at Sibling rate
C11) 35,611.58
C1z) 13,830.01
C13) . 00
C14) 13,830.01
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
OS-14-2009 (0011622 .00
4.1
00 - .00
045 = 564.18
12 = .00
15 = .00
c19)= 564.18
TOTAL TAX PAYMENT 564.18
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-15-2009 BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.33
TOTAL DUE 5.33
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
l
c15) 1 , 292.68 x
C16) 1 .537 . ~ x
C17) - 00 X
Cls) • 00 X
AMOUNT PAID