HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION /� n REV-1547 IX AFP (09-12)
PO BOX 280601 RECORDIE C MV IE OFg
HARRISBURG PA 17128-0601 REGISTER OF ',`."uL L S
DATE 04-15-2013
ICJ APR �9 1 tt i ` ESTATE OF BOWERSOX ROBERT H
DATE OF DEATH 09-10-2012
CLERK City FILE NUMBER 21 12-1181
ROGER B IRWIN ORPHANS' COURT COUNTY CUMBERLAND
ACN 101
60 W PROMFRET sGUMBERLAND CO., PA APPEAL DATE: 06-14-2013
CARLISLE PA 17 013 (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
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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: BOWERSOX ROBERT HFILE NO. :21 12-1181 ACN: 101 DATE: 04-15-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 894,980.99 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 578,018.89
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets CS) 1 ,472,999.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 96,303.45
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,14 5.8 9
11. Total Deductions (11) 104,449.34
12. Net Value of Tax Return (12) 1,368,550.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 378,541.08
14. Net Value of Estate Subject to Tax C14) 990,009.46
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate (16) -On I x 045 = .00
17. Amount of Line 14 at sibling rate (17) .0 0 X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) 990,009.46 X 15 = 148,501.42
19. Principal Tax Due Ci9)= 148,501.42
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-11-2012 CDO16904 .00 75,000.00
02-19-2013 CDO17188 .00 73,501.42
TOTAL TAX PAYMENT 148,501.42
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 FOR INSTRUCTIONS.