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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
.~~!(,1~LI~E OF INHERITANCE TAX
~~ ,~ A~PP.RA~_S~L~I{G~ ALLOWANCE OR DISALLOWANCE
`DF DED11C1~~ONS AND ASSESSMENT OF TAX
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LEE C SWARTZ ESQ C~~,r.,~~;'..h.,'.~~ ~^~~.. ~'~.
TUCKER ARENSBERG PC
PO BOX 889
HARRISBURG PA 17108
Pennsylvania ~
DEPARTMENT OF REVENUE
', REY-1547 EX AFP C12-09)
DATE 04-26-2i
ESTATE OF BOTTONAI
DATE OF DEATH 01-11-2'
FILE NUMBER 21 09-0
COUNTY CUMBERL,
ACN 101
Flo
I WILLIAM V
09
56
ND
APPEAL DATE: 6-25-2010
(See reverse side unde Objections )
Amount Remitted
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA E
CARLISLE PA 170 3
CUT ALONG THIS LINE _^--~- R_ETA_IN LOWER PORTION FOR YOUR RECORDS _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOW N
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF T
ESTATE OF: BOTTONARI WILLIAM VFILE N0.:21 09-0156 ACN: 1 __
CE~
1 ________________
OR
DATE: 04-26-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
C2) .Q 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) 17, 689.6 7
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 17 , 689 .67
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) ~
C 1) 780.00
11. Total Deductions 16,909.67
12. Net Value of Tax Return C 2)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C 3) .0 0
14. Net Value of Estate Subject to Tax ( 4) 197,966.07
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.
ASSESS MENT OF TAX:
15. Amount of line 14 at Spousal rate C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 197.966.07 x 045 = 8,908.48
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19 )°' 8,90$.48
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-29-2004 CD011303 .00 8,147.5
11-12-2009 CD011988 3.34- 845.4
~u~w~ iE+~ rr+rr~~ ~
BALANCE OF TAX D
INTEREST AND PE
TOTAL DUE
8,989.65
_ 81.17CR
.00
81.17CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR DIT" CCR), YOU MAY BE DU'
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ ~~
'~.l
REV-1470 EX (Ot-yl) ~
~ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDFVIDUAL TAXES OF CHANGES
Po BoX 2BOSO~
DECEDENT'S NAME FI E NUMBER
Bottonari, William 2109-0156
REVIEWED BY A N
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the co rection of an error in
arithmetic.
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