HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rC:r'\,lnrriJ~,!!e:!MI!:I;",1V' INHERITANCE TAX
Iij_"-':AP;p.R-At,gEI1i1:~ ,I'-ALLOWANCE OR DISALLOWANCE
"r~(fF"' ~~);)U,tijDq~S AND ASSESSMENT OF TAX
, 1.....;. '..' i . .. \-...
'*
REV-1547 EX AFP (06-05)
DATE 11-26-2007
ESTATE OF 'COSNER CORDELIA E
DATE OF DEATH 12-22-2006
FILE NUMBER 21 06-1165
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2008
( See reverse side under Objections)
A.ount Remittedl 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 COSNER CORDELIA E FILE NO. 21 06-1165 ACN 101 DATE 11-26-2007
7007 :"1f='r r::
t..1J,~;! L':.......,~. - J
F'bll'" ,?I'\J
. i fl.,. v
STEPHANIE CHERTOK ESI(I" I
61 W LOUTHER ST
CARLISLE PA 17013
TAX 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)
5,000.00
8.083.74
.00
.00
41.790.93
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
54,874.67
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
(9)
(10)
10,069.85
1.191.92
(11)
(12)
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(14)
11 . ?61 .77
43,612.90
.00
43,612.90
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 !hh 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. Principal Tax Due
TA C EDITS:
PAYMENT
DATE
03-20-2007
09-21-2007
NOTE:
(19)=
.00
1,962.58
.00
.00
1,962.58
(IS)
(16)
(17)
(18)
. DO X
43,612.90 X
. DO X
.00 X
DO
045 =
12 =
15 =
RECE PT
NUMBER
CD007926
CD008725
DISCOUNT (+)
INTEREST/PEN PAID (-)
89.95
.00
AMOUNT PAID
1,709.01
253.57
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,052.53
89.95CR
.00
89.95CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (\,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)