HomeMy WebLinkAbout05-17-10NOT C OF INHERITANCE TAX Pennsylvania ~
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION •'OF,;DEDUG~'Ff.ONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
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HARRISBURG PA 17128-0601
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ESTATE OF BOWERMASTER MARY K
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~~ DATE OF DEATH 08-19-2009
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Q{~~f-'~~~~,~ ~~~.i~T FILE NUMBER 21 09-0847
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JOHN E SLIKE ESQ ACN 101
SAIDIS ETAL APPEAL DATE: 07-09-2010
2109 MARKET ST (See reverse side under Objections)
CAMP HILL 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 4--
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE - --------------
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOWERMASTER MARY KFILE N0 .:21 09-0847 ACN: 101 DATE: 05-10-2D10
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •DD NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •D 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,027.50
6. Jointly Owned Property (Schedule F) (6) 29,697.42
7. Transfers (Schedule G) (7) 11 , 358 .40
8. Total Assets (8) 44 , 083.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 5.303.47
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 537.48
11. Total Deductions (11) 15,840.95
12. Net Value of Tax Return (12) 28,242.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13] .00
14. Net Value of Estate Subject to Tax (14) 28,242.37
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 28 , 24 . ~7 x 045 = 1 , 270.91
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 1,270.91
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-28-2009 CD011922 63.55 1,300.00
05-03-2010 REFUND .00 92.64-
TOTAL TAX PAYMENT 1,270.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. ^ ~,\