HomeMy WebLinkAbout11-23-11BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
A'f~PRATS~~M~M'~-~'AkL~DWANCE OR DISALLOWANCE
TAxES flF DEDUCTIONS, AND ASSESSMENT OF TAX
~?
JAMES D BOGAR
ONE WEST MAIN ST
SHIREMANSTOWN
Pennsylvania ' ~ .
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
i~ ,- DATE 11-14-2011
- ~ ~ - BOONE HEIDIU C
ESTATE OF
DATE OF DEATH 04-23-2011
FILE NUMBER 21 11-0550
' COUNTY CUMBERLAND
~ -'I ' ,. E ACN 101
APPEAL DATE: 01-13-2012
(See reverse side under Objections)
PA 17011
Amount Remitted
MAKE REGISTERA OFB WI A SD REMIT PAYMENT TO:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
•~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
CUT ALON6_ THIS LINE ________________________________________
ALLOWANCE
REV-1547 EX AFP (12-10~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENT OF TAX
HEIDIU (FILE N0.:21 11-0550 ACN: 101
ESTATE OF: BOONE
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED ______________
___
OR
DATE: 11-14-2011
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)
(,. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
C1)
c2)
(3)
c4)
C6)
C7)
.00
62,500.00
'~~
.00
$, 720 , 44
,00
1,239,650.27
fig)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
,310.870.71
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
c9) 18 189 . 6g
clo) .00
Non-elected 9113 Trusts (Schedule J)
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
cll) 18, 189.68
c12) 1,292,681.03
c13) . 00
c14) 1,292,681.03
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+)
PAYMENT RECEIPT
DATE NUMBER INTEREST/PEN PAID (-)
n7-22-2011 CD014750 2,908.53
.00 x 00 = .00
(15)
c16) 1 292.68 . 0;_ x 045 = 58, 170 .65
c17) - on x 12 = .00
.00 x 15 = .DO
cla) c19)= 58, 170.65
AMOUNT PAID
55,262.12
TOTAL TAX PAYMENT 58,170.65
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_y
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.