HomeMy WebLinkAbout06-20-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,-,-,-~APPRAI~s~EltE{N~,~-ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '_Q~ I~DUCT'~ONS AND ASSESSMENT OF TAX
PO BOX 2'80601 _ ._
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HARRISBURG PA 17128-Ob01 ,-~a,~'_ iV i ,
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J RAYMOND AMBROSE JR EQ~h'~~ A~ ~ ~' ~ (~'~-~~~
AMBROSE LAW CENTRE ~4~F, "~
801 FREEPORT RD
NEW KENSINGTON PA 15068
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOSHEBA REGINA M FILE N0. 21 07-1041 ACN 101 DATE 06-16-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED t ) 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) .00 NOTE: To insure proper
(2) 3,690.00 credit to your account,
submit the upper portion
(3) .0 0 of this form with your
(4) .00 tax payment.
c5) 23, 178.26
(6) .00
cn 186,060.34
c8) 212, 928.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,988 .81
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 177 .87
11. Total Deductions C11) 7.166.68
12. Net Value of Tax Return C12) 205, 761.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax (14) 205,761.92
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 205,761.92 X 045 = 9,259.29
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due C19)= 9,259.29
TAY r`RF'11TTS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-29-2008 CD009242 447.37 8,500.00
04-08-2008 CD009531 .00 311.93
TOTAL TAX CREDIT 9,259.30
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. )
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~~
e vccuun crr orurr~e.r ~...~ .._ _..-- --- -
REV-1547 EX AFP (06-05)
DATE 06-16-2008
ESTATE OF KOSHEBA REGINA M
DATE OF DEATH 11-07-2007
FILE NUMBER 21 07-1041
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-15-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: