HomeMy WebLinkAbout05-05-06` COMMONWEALTH OF PENNSYLVANIA
n DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES Rc~sOi~ F INHERITANCE TAX
INFERirANCE TAX UIV1sI0N h+~r ~,~~~~LLOMANCE OR DISALLOMANCE
PO dOX Z6o6o1 ++-1.'J ! ~~~~NS AID AS`'SESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ ~ REV-1547 EX AFP C06-OS)
ZD~6 ~'~ _5 ~ ~. 35 anTE o5-oa-2oo6
ESTATE OF BOWMAN D W
~+~ ~~~ yr DATE OF DEATH 04-08-2005
~ 0.~?~`-' ~~ 4., J+~+ i FILE NUMBER 21 05-0455
~ ~ ~',F~T COUNTY CUMBERLAND
SUSAN J HARTMAN `'" ~' ~ '~'+, ACN 101
DUNCAN &HARTMAN APPEAL DATE: 07-07-2006
1 IRVINE ROW (See reverse side under Objections)
CARLISLE PA 17013 A~(ount Renitted
• MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT-ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-----r---------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOWMAN D W FILE N0. 21 05-0455 ACN 101 DATE 05-08-2006
TAX RETURN riAS: (X) ACCEPTED AS FILED ( )CHANCED
RESERV~11'.ipl!~, CONCE,~N~NO FUTURE INTEREST - -SEE REVERSE
APPRAISE VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rail Estate (Schedule A) (1) .D0 NOTEa To insure proper
2. Stocks end Bonds (SaheduL B) (2) 2,290.42 credit to your account,
3. Closely Mild Stock/Partnership Interest (Schedule C) (3)- 10,116.98 sub~it the upper portion
of 'this fort with your
4. Mortaayes/Notas Rpcaivabla (Schedule D) (4) .00 tax paysent.
5. Cash/Han1C Deposits/Misc. Personal Property (ScMduL E) [5) 3,919.31
6. Jointly ONnee1 Property (schedule F) (6) 34,668.56
7. Thansfers (Sof~dule C) (7)_ .00
_8. Total Assets (8) 50,995.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ado. Costs/Miso. Expenses (ScMdule H) (9) 7,214.00
10. Debts/Mort(poa Liabilities/Liens (Schedule I) t10) 30,499. 0
il. Total' Deductions t11) 37 .71 ~ _ 70
12. 'Nat Valw,of Tax Return (12) 13,281.57
13. Ch*ritable/Covern~sntal Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. tM# Valw of Estate Subject to Tax (14) 13, 281 .57
NOTE: If an assesa~snt ryas issued previously, lines 14, 15 sndior 16, 17, 18 illnd 19 trill
reflect figures that include #hs total of A~ returns assessed to date.
ASSESSMENT OF TAX:
15. ANOU~t of Line 14 s4 Spousal rate (l5) 9,112.71 X 00 _ . 00
16. Aaou~t of Line 14 taxable at Linesl/Class A rate (16) 4,16$.86 ~ 045. 187.60
17. Awount of Line 14 at SibiinD rate (17) .00 X 12 .00
18. Asxxnt of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Dw (19). 187.60
TAY CQ~fl?TR.
DATE NUIEtiER INTEREST/PEN PAID (-) AMOUNT PAID
01-31- 006' CD006261 .00 187.60
TOTAL TAX CREDIT 187.60
lALANCE OF TAX DUE .00
INTEREST AND PEN. .83
TOTAL DUE ,83
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN O1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A °CREDIT° (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)