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COMMONWEALTH OF PENNSYLVANIA
. ~,_ rrl~~P~TMENT OF REVENUE
Ql('nrDtU Or'NMt:.cE OF INHERITANCE TAX
nC": ,....APfItA1SEIolEN:r. ALLOWANCE OR DISALLOWANCE
'h-Of: DEDUCTIONS AND ASSESSMENT OF TAX
DATE 11-21-2005
ESTATE OF BOWERS ZELLA K
DATE OF DEATH 06-23-2005
FILE NUMBER 21 05- 0607
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-20-2006
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~r_~~9~~_r~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~-~~~~~p~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOWERS ZELLA K FILE NO. 21 05-0607 ACN 101 DATE 11-21-2005
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2Uu~ \JW 28 p':"j 3~ 05
DALE F SHUGHART
STE 203
35 E HIGH ST
CARLISLE
C,o.!(';- \
'\ '
JR ES4'!
PA 17013
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) 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 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
21.192.86
.00
185,368.94
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
206,561.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
19.306.53
305.36
(11)
(12)
(13)
(14)
(10)
19.1>11.89
186,949.91
.00
186.949.91
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of au.. 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) 186,949.91 X 045 = 8,412.75
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)= 8.412.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-15-2005 CD005796 420.64 7,992.11
TOTAL TAX CREDIT 8,412.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~l'~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)