HomeMy WebLinkAbout08-31-11BUREAU OF INDIVIDUAL TAXES P~:q~g INHERITANCE TAX
INHERITANCE TAX DIVISION - AP EMENT, ALLOWANCE 0
po Box ZBOCOI R DISALLOWANCE Pennsylvania ~_
HARRISBURG PA lnzs-ocol ~~_,~EDUCTIONS AND ASSESSMENT OAF TAX •
DEPARTMENT OF REVENUE
' REV-1547 EX AFP (1 _
... . ~ , v
DATE 08-22-
~'! '~ ESTATE OF 2011
" C~;'E( ~~ THOMSON
r,~~ ~I'~ ~ J~~ ,~T DATE OF DEATH 03-01-2011 DORIS E
~~~"'~'~ ~~~~ ,. ~~ FILE NUMBER 21 11-0372
JAMES D BOGAR
ONE W MAIN ST COUNTY CUMBERLAND
SHIREMANSTOWN ACN 101
PA 17011 APPEAL. DATE: 10-21-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CUT-ALONG THIS LINE CARLISLE PA 17013
REV-1547 EX AFP (12-10~ ~ -_RETAIN-LOWER POR_TION__FOR YOUR
NOTICE OF INHERITANCE TAX ----- RECORDS t~
APPRAISEMENT, ALLOWANCE OR
ESTATE OF: DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
THOMSON -------- _
DORIS EFILE NO.:
TAX RETURN WqS; ~ 21 11-0372 ACN: 101 DATE:
APPRAISED VALUE X) ACCEPTED AS FILED 08-22-2011
OF RETURN BASED ON: ORIGINAL RETURN ~ ) CHANGED
1• Real Estate (Schedule A)
2. Stocks and Bonds
(Schedule B) C1)~~0, 700.00
3. Closely Held Stock/Partnershi ~~ NOTE: To
p Interest 6 395, ensure proper
4• Mortgages/Notes (Schedule C) 2)-=16 credit to your account,
5. Cash/Bank De Receivable (Schedule D) C3)--= submit
the upper portion
Posits/Misc. Personal Pro of this form with
6. Jointly Owned Propert petty (Schedule [4)-~~ ~ tax your
y (Schedule F) E) C5) 25,57 payment.
7• Transfers (Schedule 2.4 3
G) c6) 56, 923.76
$• 7ota1 Assets ~~)
APPROVED DEDUCTIONS AND 13`-~~883.79
EXEMPTIONS:
9. Funeral Expenses/qdm. Costs/ C8) 3 79
Misc. 475.14
10. Debts/Mortgage Liabilities/ Expenses (Schedule
Liens (Schedule I) H) (9) ~~* 4- '74 ~
11. Total Deductions 9
cio)~_~ 00
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Cii)
Non-elected 9113 Trusts (Schedule J) 24'4 74.5 9
14. Net Value of Estate Subject to Tax C12) 355
,000.55
NOTE: If an C13) .00
assessment was issued previously,
reflect fi C14) 355 000.55
ASSESSMENT OF 9ures that include lines 14, 15 and/or
TAX: the total of AFL re 16' 17, 18 and
is. amount of turns assessed 19 will
16. gmount of Line 14 at Spousal rate t~ date.
Line 14 taxable at Lineal/Class X15)
17• Amount of Line 14 at Siblin -
A rate C16) • 00 X 00
18. Amount g rate r'te' n0~~ X 045 = • 00
of Line 14 taxable at C17) 15, 975, 02
19. Principal Tax Due Collateral/Class B rate X 12 =
TAX CREDITS: C18) , 00 15 • 00
DATE ~ --~"r
O1 201 I NUMBER
INTEREST/PEN pgID (-)
798.75
x -
ci9)= • 00
15,975.02
~-
AMOUNT PA II)
! 1 ! O ,
* IF PgID gFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TA AX P YMENT
BALANCE OF 15,975.42
TA:X DUE
INTEREST AND pEN, .40CR
TOTAL DUE •00
IF TOTAL DUE IS REFLECTED AS , • 40CR
A REFUND. SEE REVERSE SIDE OFACREDIT" (CR), Q.
THIS FORM FOR INSTRUCTIONS DUE