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NOTICE OF INHERITANCE TAX pennsylvania
r ,H- ~:I, ff EMENT, ALLOWANCE OR DISALLOWANCE
) . DEPARTMENT OF REVENUE 4BUREAU OF INDIVIDUAL 1'1^'EJ i~tU~J Gi E
INHERITANCE TAX DIVISION ~ S DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 C
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HARRISBURG PA 17128-0601
Lt t~t~.i ~ _i~ ~-'n 3; j DATE 10-01-2012
ESTATE OF BOGAR MARGARET S
DATE OF DEATH 04-20-2012
i , FILE NUMBER 21 12-0546
COUNTY CUMBERLAND
JAMES D BOG&MBERLAND CO., PA ACN 101
1 W MAIN ST APPEAL DATE: 11-30-2012
SH I REMANSTOWN PA 17011-6327 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4 -
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOGAR MARGARET SFILE NO.:21 12-0546 ACN: 101 DATE: 10-01-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 fax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 248,159. 16
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 12,395. 14
8. Total Assets c8) 260,554.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20.026.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 20,026.78
12. Net Value of Tax Return (12) 240,527.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 240,527.52
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) 240. ri?7 . S? X 045 = 10,823.74
17. Amount of Line 14 at Sibling rate (17) .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)= 10,823.74
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
07-06-2012 CDO16215 54-1.19 10,282.55
TOTAL TAX PAYMENT 10,823.74
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 DU
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FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.