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NOTICE OF INHERITANCE TAX pennsylvarna
BUREAU OF INDIVIDUAL TAXES r1 r( f T, ALLOWANCE OR DISALLOWANCE J,+
INHERITANCE TAX DIVISION i!~VL DEPARTMENT OF REVENUE 1
PO BOX 280601 ~gOCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
0}" OCT -9 PH 3: ^a3 DATE 10-01-2012
ESTATE OF BOWEN ELLEN M
DATE OF DEATH 10-04-2011
FILE NUMBER 21 11-1079
ORPHAN'S COUNTY CUMBERLAND
DAVID H STONE PA,
414 BRIDGE ST UNACN 101
NEW CUMBERLAND PA 17070-1927 APPEAL DATE: 11-30-2012
(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 F-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BOWEN ELLEN MFILE NO.:21 11-1079 ACN: 101 DATE: 10-01-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 79,900.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
(2) .00'
0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
.
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 365,649.71
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 4,798.05
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 450,347 76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)52,556, 96
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(10) 1,883.57
11. Total Deductions
12. Net Value of Tax Return (11) 54,440.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 39 5,907.23
14. Net Value of Estate Subject to Tax .0 0
C14) 395, 907 23
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to da18 te and 19 will
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) _
16. Amount of Line 14 taxable at Lineal/Class A rate •0 X 0 0 - .00
(16)- ;95.9n7 2 3 x 045 = 17,815.83
17. Amount of Line 14 at Sibling rate
(17) n0 x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 00
19. Principal Tax Due X 15 = .00
TAX CREDITS: (19)= 17,815.83
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
12-30-2011 CDO15409 868.42
06-21-2012 CDO16148 16,500.00
.00 447.41
TOTAL TAX PAYMENT 17,815.83
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.