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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLDWANCE
DF DEDUCTIDNS AND ASSESSHENT OF TAX
07-04-2005
NEWCOMER
12-27-2004
21 05-0034
CUMBERLAND
101
APPEAL DATE: 09-02-2005
( See reverse side under Objections)
Amount R~ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REy:is47-Ex-AFP-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PEARLE I FILE NO. 21 05-0034 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX Z80601
HARRISBURG PA 171Z8-06Dl
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JAMES 0 BOGAR
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
OFCS
PA 17011
ESTATE OF
NEWCOMER
*
REV-1547 EX AFP (06-05)
PEARLE
I
TAX RETURN WAS: I X I ACCEPTED AS FILED
DATE 07-04-2005
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule BI
3. Closely Held stock/Partnership Interest [Schedule CI
4. Hort~g.s/Not.s Receivable (Schedule DJ
S. Cash/Bank DeposltsIHisc. Person81 Property (Schedule EI
6. ~olntly Owned Property (Schedule f)
7. Transfers (Schedule 8)
8. Tot.l Assets
III
(21
(31
(41
(51
(61
(71
.00
.00
.00
.00
265.546.11
67.893.15
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabi1itiaslLians ISchedu1a II
11. Totel Deductions
12. Net Value of Tex R.turn
13. Charltabl./GoY.r~ent.l Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Est.te Subject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total ~ ALL returns assessed tD date.
ASSESSMENT OF TAX:
IS. ~ount of Line 14 at Spousal rat. (IS)
16. ~ount of Line 14 taxable at Lin.al/Class A rate (16)
17. ~ount of Lina 14 at Sibling rat. (171
18. A.ount of Line 14 taxable at Collateral/Class 8 rate (18)
19. Principal Tax Du.
TAX C
NOTE:
+
DATE
03-23-2005
04-15-2005
NUHBER
CD005111
CD005201
INTEREST/PEN PAID I-I
713.25
.00
~
(91
1101
14,633.95
NOTE: To insure proper
credit to your account I
subait the upper portion
of this for. with your
tax payment.
333,439.26
14 633 QI;
318,805.31
.00
318,805.31
19 will
.00
14,346.24
.00
.00
14,346.24
14,346.24
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.00
1111
(121
1131
1141
.00
318,805.31
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
1191=
AHDUNT PAID
13,551.75
81. 24
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE