HomeMy WebLinkAbout05-22-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~•~~~r~S~~l([,~µ~,~~J{jALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION i;'OF ~EDU,I~~f"Itll'IS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~~ ~ +~' ~ C
HARRISBURG PA 17128-0601 ~ ~- ~ '"`~~~
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JERRY A WEIGLE EgQ~~fF~t ~~ ri~~J` COrI Pr?
126 E KING ST
SHIPPENSBURG PA 17257-1326
Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 05-14-2012
ESTATE OF BOWERS IRVIN W
DATE OF DEATH 05-06-2011
FILE NUMBER 21 11-0583
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2012
(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 ---- -! RETAIN LOWER PORTION FOR YOUR RECORDS E'--
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOWERS IRVIN WFILE N0.:21 11-0583 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 166,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 35,682.61 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 646, 384.60
6. Jointly Owned Property (Schedule F) (6) 116,665.20
7. Transfers (Schedule G) (7) 757,607.48
8. Total Assets c8) 1 , 722, 339.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 59,005.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,831.8 5
11. Total Deductions C11) 66,837.33
12. Net Value of Tax Return (12) 1,655,502.56
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 655, 502.56
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) 88,862.50 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .F66.640.06 X 045 = 70,498.80
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) .00 X 15 - .00
19. Principal Tax Due (19)= 70,498.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-01-2011 CD014791 3,421.05 65,000.00
11-30-2011 CD015274 .00 2,077.75
TOTAL TAX PAYMENT 70,498.80
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.
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