HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
JEFFREY S COHICK
COHICK >~ ASSOCS
390 ALEXANDER SPG
CARLISLE
;• , :-t ^+ ;~^•rN0'IiCE OF INHERITANCE TAX
~ '",1 L,AkkRA'~&EIA£NT, ALLOWANCE OR DISALLOWANCE
~F'#IEDU~TIONS AND ASSESSMENT OF TAX
i. _
~~~~ OTC -8 P~4 3~ ( 7
n (. _ , ~ ~,>~..
\J~'~I '. -. ~\ ..
,,,, ~ )`~IJ ~T
Qr~~l~ ~- , ..
r~ F ~ p?t
RD
PA 17015
(1) .00
(2) 300_,726.77
(3) .00
(4) .00
(5) 54_, 805.64
c6) .00
c7) .00
REGISTER OF WILLS
CUMBERLAND I:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ---~ R_ETA_IN LOWER POR_TION_ 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 HUTTON DORIS G FILE N0. 21 08-0321 AI:N 101 DATE 12-01-2008
TAX RETURN WAS: C 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)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
taX Payment.
(s) 355, 532.41
12,,687.71
C9)
clo) .00
(11) 12.687.71
c12) 342,844.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I)
14. Net Value of Estate Subject to Tax
(13) 25,000.00
(14) 317,844.70
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
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 235, 07Fi. 76 X
17. Amount of Line 14 at Sibling rate (17) .00 X
18. Amount of Line 14 taxable at Collateral/Class B rate (18) $2,768.94 X
19. Principal Tax Due
TAY !`DCTTTC.
00 _ .00
045_ 10,578.41
12 _ .00
15 _ 12,415.34
(19)= 22,993.75
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
06-09-2008 CD009862 1,149.69 21,850.00 -
11-24-2008 REFUND .00 5.94-
TOTAL TAX CREDIT 22,993.75
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL DIIE .00
/"
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
DATE 12-01-2008
ESTATE OF HIUTTON DORIS G
DATE OF DEATH 03-13-2008
FILE NUMBER 21 08-0321
COUNTY CUMBERLAND
ACN 1101
APPEAL D~'-TE: 01-30-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: