HomeMy WebLinkAbout07-06-10`' NOTICE OF INHERITANCE TAX pennsylvan~a
BUREAU OF INDIVIDUAL TAXES """"~or~P~"~"t`4~:,.. ALLOWANCEi OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION s"ii° ~, ~ t. ~ ~!' E ONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-04)
PO iOX 280601 ~'~ .' ~ " c °~ ~. ` ~ y
HARRIS8UR6 PA 17128-Of01 j"j~'~AE•e, j i..i~t `~i " `"E- 'i
~QIQJUL -6 P~ 2' ~3
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WILLIAM R BUNT ES~ S ~i t
109 S CARLISLE ST`~'"~~'`°~`~' ~~~
PO BOX 336
NEW BLOOMFiELD PA 17068
DATE 06-28-2010
ESTATE OF BOWER GWEN
DATE OF DEATH 12-12-2009
FILE NUMBER 21 09-1169
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: OS-27-2010
(See reverse side under Objections )
Auount RsPitted --l
MAKE CHECK'PAYABLE AND REMIT PAYMENT TO'':
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -'~! --RETAIN-LQWER
PORTION
FAR YOU~ ~RECORDS
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REV-1547 EX AFP C12-09? NOTICE OF INHERITANCE TAX APPRAISE~IENT, ALLOWANCE ----
OR
DISALLOWANCE OF SEDUCTIONS AND ASSE~$SMENT OF TAX
ESTATE OFs BOWER GWEN FILE N0.:21 09-11_ ACN: 10,1 DATE: 06-28-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED
~_~.~ C ) O CHANGED SEE ATTACHED NOTIC~
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 192,812.00 NOTE: To ensure proper
2. Stocks and Bonds CSchodule B) CZ) .0 0 credit to your account,
3. Closely Hold Stock/Partnership Interest (Schedule C) C3) 2,3 0 7.0 9 submit the uppor',portion
of this form with your
4. Mortgsges/Notes Receivable CSchedulo D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchodule E) C5) 29,$56.50
6. Jointly Owned. Property CSchodule F) C6) .0 0
7. Transfers CSchedulo G) C7) 13, 907.05
s. Total' Assets C8) 238 , 882.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) ~ 4 7.4 7 5.8 9
10. Debts/Mortgage Liabilities/Liens CSchodule I) C10) 123,63 7.37
11. Total Deductions C11) _, 171,613.2
12. Net Yalue of Tax Return C12) _ __ 67,269.3
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchodule J) C13) 6,0 0 0.
14. Net Value of Estate Subject to Tax C14) 61 , 269.3,,
NOTE: If an assessment was issued previously, lines 14, 15 and/or i6, 17, 18 and 19 will
reflect figures that include the total of A,,,~LL retuPns assessed to d ate.
_
ASSESSMENT OF TAX:
15. Amount of Lino 14 at Spousal rata C15) .00 X 0 0 = .0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2D .1G?CG _ 69 x .045 = 928.5
17. Amount of Lino 14 at Sibling rate C17) _~3d , 634 _ 69 X 12 = 3, 676.1
18. Amount of Line 14 taxable at Collateral/Class B rate t18) _~10,000.00 X 15 = 1,500.0
19. Principal Tax Due C19)= 6, 104.7
TAX CRf D I TS
PAYMENT
DATE RECEIPT
NUMBER D SCOUNT Cam)
INTEREST/PEN PAID C-) AMOUNT PAID
02-25-2010 CD012397 247.37 4,700.00
03-09-2010 CD012437 5.37 101.98
rnTntni Plusi !3t MADE BY 09-12-2010*.
TOTALL TAX PAYMENT 5,054.72.
BALANiCE OF TAX DUE 1,050.00
INTEREST AND PEN. .00'
TOTAL DUE 1,050.00'
* 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!r "iY~ -
REV-1470 EX (bldl M R
INHERITANCE TAX
coMMONVVEa.TH of PEiw~s~nvnNw EXPLA~IATfON
QEPAR'TMENT OF REVENUE OF CHANGES
~REw-u of ~ronnou~ Ts
Po e~ ~oeo~
P 17t 1
D~CEDEIVT'S NAME FILE NUMSER
Gwen Bower 2109-11f~9
REVIEWED BY aCN
John Keaiy ~ 01
SCHEDULE NO, EXPIANATiON OF CtU~EB
~pectfic devises are t~ucable outright to the be~neflc~~ries'before determfn#~ng resklufe.
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