HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,;:::(\,"!pn:j.[Ol1I':Cf'(q~ fNHERITANCE TAX
A;j>j>~A~SEflE'NT, )H,:LOWANCE OR DI SALLOWANCE
',dF,DiE;DUC!)ONS At+D ASSESSMENT OF TAX
I: OLpATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-17-2007
COBER
12-23-2006
21 07-0003
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2007 DEe 2 I
P~1
S BERNE SMITH ESQ
107 N 24TH ST
CAMP HILL
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PA 17011
REV-1547 EX AFP (06-05)
JOHN
G
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COBER JOHN G FILE NO. 21 07-0003 ACN 101 DATE 12-17-2007
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 assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh 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
TAX CREDITS:
PAYMENT
DATE
03-13-2007
03-13-2007
09-18-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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:
RECEIPT
NUMBER
CD007905
CD007904
CD008707
DISCOUNT (+)
INTEREST/PEN PAID (-)
421.05
2,368.42
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
39,886.69
.00
1,322,131.70
(8)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,362,018.39
1;0.837 79
1,311,180.60
.00
1,311,180.60
.00
59,003.13
.00
.00
59,003.13
59,017.52
14.39CR
.00
14.39CR r\
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(9)
(10)
41,095.70
9,742.09
(ll)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
1,311,180.60 X
.00 X
.00 X
AMOUNT PAID
8,000.00
45,000.00
3,228.05
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE