HomeMy WebLinkAbout08-20-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(':~,~r':Il(}TICE OF INHERITANCE TAX
APPR~l~~MENT. ALLOWANCE OR DISALLOWANCE
OF,ri~D~CTIONS AND ASSESSMENT OF TAX
*'
DATE 08-20-2007
ESTATE OF KOSER R 0
DATE OF DEATH 09-27-2006
FILE NUMBER 21 06-0910
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2007
( See reverse side under Objections)
A.ount Re.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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOSER R 0 FILE NO. 21 06-0910 ACN 101 DATE 08-20-2007
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
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 Abh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
"lu10" APG '">0
l. I r-.~) ) L
Prl 12: 08
('!ICC'( U'~:::
.....,,__J i. '\ i
OPPWI\.\J'C: ('rll,r~T
" ! ,''': U ',,\, n'll
SANDRA R STITZEtUi/'" . ~;\ O,j
WACHOVIA BANK NA
PO BOX 11 02
READING PA 19603
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
NOTE:
DISCO (+)
INTEREST/PEN PAID (-)
2,800.00
.00
A M
DATE
12-20-2006
06-21-2007
I
NUMBER
CD007605
CD008344
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP (06-05)
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
282.784.24
.00
.00
197,045.49
.00
.00
(8)
479,829.73
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
28,566.83
(9)
ClO)
1.488.34
(11)
Cl2)
Cl3)
Cl4)
~O.OIiIi 17
449,774.56
.00
449,774.56
Cl5)
(16)
Cl7)
Cl8)
.00 X
.00 X
.00 X
449,774.56 X
00
045 =
12 =
15 =
.00
.00
.00
67,466.18
67,466.18
Cl9)=
AMOUNT PAID
53,200.00
11,466.18