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BUREAU OF INDIVIDVAC~.TS~ ~, +i ` ~'
INHERITANCE TAX DIVI~TbN~+~. ~ '--~ ~ `~ ~ _
PO BOX 280601
HARRISBURG PA 17128-0601
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LISA A LEONICK
382 LARKFIELD RD
E NORTHPORT NY 11731
COMMONk~"ALTH, OF PENNSYLVANIA
DEPARTMENT OF REVENUE p~ennsylvan~a ~
NOTICE OF NONRESIDENT INHERITANCE ~EPARTMENroFREVENUE
TAX APPRAISEMENT, ALLOWANCE OR REV-5a7 Ex AFP c12-o9)
DISALLOWANCE OF DEDUCTIONS,
AND ASSESSMENT OF TAX
DATE 05-03-2110
ESTATE OF BOGSTED BARBARA R
DATE OF DEATH 05-12-2 09
FILE NUMBER ~~f -`~U - ~~
COUNTY NON-RES DENT
ACN 101
APPEAL DATE:
(See reverse side un~
Amount Remitted C
MAKE CHECK PAYABLE AN.
PA DEPARTME
P.O. BOX 28
HARRISBURG,
7-02-2010
rr Objections
REMIT PAYMENT T0:
T OF REVENUE
601
PA 17128-0601
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------------------------- --------------------
REV-537 EX AFP C12-09~ NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISE !ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF BOGSTED BARBARA R FILE N0. 99 10-0249 ACN 101 DATE 05-03-2010
TAX COMPUTATION METHOD ELECTED: CX) FLAT RATE ( ) PROPORTIONATE
TAX RETURN WAS: C ) ACCEPTED AS FILED C ~ CHANGED SEE ATTACHED OTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 104, 900 . OD
2. Stocks and Bonds (Schedule B) (2) 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 0
4. Mortgages/Notes Receivable (Schedule D) C4) 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 0
6. Jointly Owned Property (Schedule F) C6) 0
7. Transfers (Schedule G) (7) 0
8. Total Assets C8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
104,900.00
11) . 00
12) 104,900.00
13) . 00
14) 104,900.00
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 assesse to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 4 5 = .0 0
17. Amount of Line 14 at Sibling rate X17) .0 0 X 2 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 104,900.00 X 5 = 15,735.00
19. Principal Tax Due C19) 15, 735.00
TAY [_R Fit T TC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED FROM 02-13-2010 TO 05-11-2010 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DU 15,735.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 152 31
* IF PAID AFTER DATE INDICATED, SEE REVERSE C
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE 15,887.31
IF TOTAL DUE IS LESS THAN ~1, NO PA MENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CRE IT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)~~n/1
REV-1470 EX (01-10) ~ •' ,
~~~: ! r-~ enns lvan~a INHERITANCE TAX
p y
DEPARTMENT OF REVENUE EXPLANATION ~~
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARR B R P 7 8-0 1
DECEDENT'S NAME Fl E NUMBER
BOGSTED BARBARA R 9910-0249
REVIEWED BY A N
John Riedman 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H Reduced to zero
Schedule H deductions are not allowed when the tax is calcu ated by the flat rate
method.
Page 1
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I~COMMOWWEAL7#~I QF PENNSYLVANIA Rf AL ~S EA~E
~. tNHERiTANCETAXR@TllRN
p RESIDENT DECEDENT
ES~TE OF FILE NUMBER
m
A ~ al property owned solely ar as a tenant In common must be reported at fair market value. Fair market value is defined as the 'ce at which property woald be
~ exchanged between a willing buyer. and a willing seller, neither. being compelled to busy or sell, bath having reasonable lutiowledg of the relevant facts.
CV Real property which is Jointly-owned with right of survivorship must be disclosed on Schedule F.
p ITEM
t-~NUMBER
DESCRIPTION VALl1EAT DATE
OF DEATH
~, ~. ~= (-'#~,~ ~ L~ ~ ~' /..~~ ~'~ i ~7, CCU s S` mil' ~ C~~ ~~ C
.~ ~.f 1'~ ~--•~ ~r ~ L- ~ ~ ~ c~.~t J !~ ~ ~ f'.'i
~Um~~~~~. ~c,v~n ~~
TOTAL {Also enter on fine 1.,. Recapitulafiatz} $
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