HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL raxES APPR.A.I,S~EMENT,. A_ LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '' DEPARTMENT OF REVENUE
O~~ DEDU~TIDNS`, JtND, ASSESSMENT OF TAX
PO BOX 280661 REV-1547 EX AFP (12-69)
HARRISBURG PA 17128-6661
?~~~ + ~a;k~ ~~ ~"j (2: f..;;2 ESTATE OF BOWEN-2010 ROBERT C
DATE OF DEATH 06-11-2009
^" ~^'! ~`'~ FILE NUMBER 21 09-0694
~ ~
MARCUS A MCKNIGHT III Cf~~J' _ ', ~' COUNTY CUMBERLAND
IRWIN K MCKNIGHT _ ~,r, ACN 101
APPEAL DINE: 05-21-2010
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted- -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSIE SgUARE
CARLISLE P~4 17013
CUT ALONG THIS LINE ~• RETAIN LOWER PORTION FOR YOUR RECORDS ~ _
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOWEN ROBERT (FILE N0.:21 09-0694 A(:N: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 200, 000.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
(2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 16,74 0.76
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) (7) 121,749.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 338.489 76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 16.35$.4 i~
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,50 3.9 3
11. Total Deductions
12• Net Value of Tax Return (11) 22,862.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13~ 315,6 27.4 0
14. Net Value of Estate Subject to Tax .00
(14) 315,627.40
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 00 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ;~
- X
S • 6?7
X
~
045 = • 00
17. Amount of Line 14 at Sibling rate - -
- 14,203.23
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0
15 =
19. Principal Tax Due X .00
TAX CREDITS:
(19)=
14,203.23
~""'c'~~ RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
-11-2009 CD011739
710.16 13,fi47.68
TOTAL TAX PAYMENT 14,257.84
BALANCE OF 'fAX DUE 54.61CR
INTEREST AND PEN. .00
TOTAL DUE 54.61CR
~ 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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