HomeMy WebLinkAbout09-03-10-. A10TICE OF INHERITANCE TAX pennsyLvan~a ~
BUREAU OF INDIVIDUAL TAXES ,- - APPRAI~~EM~ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX o1v1S1oN ~ OF 'DEDUCTIONS AND ASSESSMENT OF TAX - `
RE:V-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID HSTONE,I~SQ
414 BRIDGE ST
NEW CUMBERLAND PA 17070
DATE 08-30-2010
ESTATE OF BOWEN EVANGELIN T
DATE OF DEATH 09-22-2009
FILE NUMBER 21 09-0912
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~--1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4~- _
REV-1547 EX AFP C12-09? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOWEN EVANGELIN TFILE N0.:21 09-0912 ACN: 101 _______________
OR
DATE: 08-30-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 172, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) ,0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 321, 106.04 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) ~6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) _ 493, 106.04
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 5.5 2 0.5 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 15,510.23
11. Total Deductions C11) _ 81,030.76
12. Net Value of Tax Return X12) _ 412, 075.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 412, 075.28
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 41?,075_ 8 X 045 = 1$,543.39
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) ,0 0 X 15 = .0 0
19. Principal Tax Due (19)~= 18,543.39
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-14-2004 CD012111 921.05 17,500.00
06-22-2010 CD012969 .00 122.34
TOTAL TAX PAYMENT 18,543.39
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.