HomeMy WebLinkAbout09-03-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES D BOGAR
1 WEST MAIN ST
SHIREMANSTOWN
-..,NOTICE OF INHERITANCE TAX
APPRAISEMEN'T'14LLOWANCE OR DISALLOWANCE
'. ,OF DEDUCTIONS AND ASSESSMENT OF TAX
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION_FOR YOUR RECORDS f-- - _______________
-------------------------------------------------- --- -- - - - -- --
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: ENCK BARBARA JFILE N0.:21 10-0088 ACN: 101 DATE: 08-30-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
p~nnsylvania ~ ~
DEPARTMENT OF REVENUE
RE:V-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 258 , 523.16
c9) 32 , 729.04
clo) .00
C11) 32,729.04
11. Total Deductions 794
12
225
12. Net Value of Tax Return C12) .
,
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) C13) .0 0
4 tate Subject to Tax
f E
t V
l
N C14) 225,794.12
.
1 s
a
ue o
e _
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 C15) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~ .744 _ 12 x 045 _ 10 , 160.74
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X ~ _ .0 0
19. Principal Tax Due C19)_ 10, 160.74
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-26-2010 (0012539 505.00 9,595.00
06-22-2010 (0012961 .00 60.74
C1) 200, 000.00
C2) . DO
C3) .00
c4) .00
c5) 58 , 523.16
C6) • 00
~~) .00
~., .., ~
__ : ~ ti: ,, . --,~ ;~-~_
`
•
i
DATE 08-30-2010
~.
_
~ ESTATE OF ENCK BARBARA J
!-'i ;r~'~ r,~ DATE OF DEATH 12-31-2009
!~`~~~-' ~
~ t T F I LE NUMBER 21 10 - 0 088
~~ , ~. ,
`''`~ ~
` -' ~ COUNTY CUMBERLAND
r '-i~' ACN 101
APPEAL DATE: 10-29-2010
PA 17 011 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 10,160.74
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.