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-`~ "'- NDi':I!CE~~ OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES
^i~Pp`RA2SL'ME~N7'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
HARRISBURG6PA 17128-0601 [~~ ~~~ 23 ~~'~ ~~' ~~ REV-1547 EX AFP C12-09)
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F,- DATE 0 4 -19 - 2 010
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1~'; ESTATE OF BEERS
EUGENE E
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~~}~H~- ~ , R, •, , -•; ~N DATE OF DEATH 06-14-2009
t' - FILE NUMBER 21 09-0567
JAMES D BOGAR COUNTY CUMBERLAND
BOGAR ~ HIPP LAW OFCS ACN 101
ONE W MAIN ST APPEAL DATE: 06-18-2010
SH I RMANSTOWN (See reverse side under Objections)
PA 17011
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGIST
ER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ --R_ETA_IN LOWER POR_TI
REV-1547 EX ON
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AFP C12-09~ NOTICE OF INHERITANCE TA
DISALLOWANCE O __
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OR --
F DEDUCTION
ESTATE OF: BEERS S AND
ASSESSMENT
OF
TAX
EUGENE EFILE N0.:21 09-0567 ACN:
101
DATE: 04-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) 164, 000.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) .0 0 credit to your account,
submit the
4. Mortgages/Notes Receivable (Schedule D)
C3) , OQ u
PPer portion
of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule C4) •Q 0
E) C5) 29,851
19 tax payment.
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) C6) .00
C7) 264, 940.23
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 458,791 42
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9)_ 4 4,4 3_nl
Clo) .00
11. Total Deductions
12. Net Value of Tax Return C11) 44,423.01
13. Charitable/Governmental Bequests; Non-elected 9113 Tr C12)
u
t 414,3 68.41
14. Net Value of Estate Subject to Tax s
s (Schedule J)
C13) 25, 000 00
NOTE: If an assessment was issued previously,
1 c14) 389, 368 41
reflect figures that include the total of ALL
~
' 18 and 19 will
ASSESSMENT OF TAX: returns assessed
to
d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 'Q 0 X 0 0 = .0 0
17. Amount of Line 14 at Sibling rate ~~ X 045 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C17)_ oo x 12 =
C18) 3 8 9
368
41 .00
19. Principal Tax Due ,
.
X 15 =
58,405.26
TAX CREDITS: C19)= 58,405.26
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
09-11-2009 AMOUNT PAID
CD011735 2,920
26
. 55,589.25
TOTAL TAX PAYMENT
58,509.51
BALANCE OF TAX DUE 104.25CR
INTEREST AND PEN. .00
TOTAL DUE 104.25CR
* 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.
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