HomeMy WebLinkAbout06-15-12 NOTICE OF INHERITANCE TAX Pennsylvania ~~ ~~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION A~ LOWANCE OR DISALLOWANCE
~ DEPARTMENT OF REVENUE
~- -,0 ~
~ AND ASSESSMENT OF TAX
PO BOX 280601 i ~
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~~ REV-1547 IX AFP (12-11)
HARRISBURG PA 17128-0601 ~
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v DATE 06-11-2012
ESTATE OF BOHR BETTY B
,: _ DATE OF DEATH 07-27-2011
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~rvVJ~~R~ FILE NUMBER 21 11-0956
LAUREN E BOGAR ~~
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~ COUNTY CUMBERLAND
„ ACN 101
1 W MAIN ST APPEAL DATE: 08-10-2012
SHIREMANSTOWN PA 1701 1-6327 (See reverse side underObjeetions)
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 •~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOHR BETTY BFILE N0.:21 1i-0956 ACN: ln) neTF~ nt_ii_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) 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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) .00 NOTE: To ensure proper
C2) 3, 307.41 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) 20 , 951.51
C6) 74,464.34
~7) 20 , 733.79
C8) _ 119 , 457.05
C9) 8.408.96
Clo) .00
11. Total Deductions (11) _ 8,408.96
12. Net Value of Tax Return C12) 111,048.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) - .00
14. Net Value of Estate Subject to Tax C14) _ 111 , 048.09
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1l7 .048.09 x 045 = 4,997.16
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C14)= 4,997.16
TAX CREDITS:
rM 11'I CIYI rct~tlri DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-27-2011 CD015116 244.30 4,641.66
01-10-2012 CD015435 .00 105.64
INTEREST IS CHARGED THROUGH 06-26-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 4,991.60
BALANCE OF TAX DUE 5.56
INTEREST AND PEN. .03
TOTAL DUE 5.59
* 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.