HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES `~'~'~~ ' ts~";`f~ ~ NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION -- __ - ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17126-0601 ~''~~ „.~
REV-1547 EX AFP (06-D5)
ZQ06 JUL 25 PM 12' ~J9 DATE 07-21-2008
ESTATE OF COHEN LINDA C
DATE OF DEATH 03-23-2006
C~..~~i1• V"
o~~~-,,r~~ il l ~~~ ~g-r FILE NUMBER 21 06-0489
BENJAMIN J BU~~~t~ v!~ ~,'~'' . ~'~ ACNNTY CUMBERLAND
BUTLER LAW FIRM 101
APPEAL DATE: 09-19-2008
P O BOX 1 0 0 4 (See reverse side under Objections
HBG PA 17108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~-->- RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ ___
-------------------- --------------------- _________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COHEN LINDA C FILE N0. 21 06-0489 ACN 101 DATE 07-21-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 32,706.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 177.1 8, ~
11. Total Deductions
C11) 7 09.86.43
12. Net Value of Tax Return 77
148
33
13. Charitable/Governmental Bequests; Non-elected 9113 Trus (12)
ts (Schedule J) (13) ,
.
.00
14. Net Value of Estate Subject to Tax (14) 77, 148.33
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18 d 19
reflect figures that include the total of ALL ,
,
returns assessed to date an
will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00
OD 00
16. Amount of Line 14 taxable at lineal/Class A rate (16) X
_
74,148.33 X 045= .
3,336.67
17. Amount of Line 14 at Sibling rate C17) .00 X 1 2 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 3, 000.00 X 15 _ 450.00
19. Principal Tax Due
TAX CREDITS: (19)= 3,786.67
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
4-24-2008 CD009622 .00 3,786.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-25-2008 TOTAL TAX CREDIT 3,786.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. 392.11
TOTAL DUE I 392.11
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
C1) 269, 900.00 NOTE: To insure proper
C2) 11 , 974.40 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 2 .139.36
(6) 3, 000.00
(7) .00
(s) 287, 013.76