HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~•-~ ... ~..--~p-TILCrG-DF INHERITANCE TAX
BUREAU OF INDIVIDUAL. TAXES ,_, FAWR&AI'6EMEl~T,'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ?';OF UEDUCTI:ONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 ~_ ` ~ `• ~- REY-1547 EX AFP (06-05)
La~E ~~~ _8 ~~,~ ~~ ~ 7 DATE 12-01-2008
ESTATE OF WOOD EVELYN I
DATE OF DEATH 02-26-2008
~~~-~~'~~'-~~~ _ FILE NUMBER 21 08-0855
COUNTY CUMBERLAND
JEFFREY S COHICK (',.;, ~~ ~ "`~` ~?~ ACN 1D1
COHICK >~ ASSOCS APPEAL DE-TE: 01-30-2009
390 ALEXANDER SPG RD (See reverseS•ideunderObjections)
CARLISLE PA 17015 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I~0 COURT HOUSE
CARLISLE, P~4 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 WOOD EVELYN I FILE N0. 21 08-0855 AI:N 101 DATE 12-01-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8,781.00
6. Jointly Owned Property (Schedule F) (6) 74,259.11
7. Transfers (Schedule G) (7) 124,714.74
e. Total Assets (g) 207,754.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,,746.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 316.8 5
11. Total Deductions C11) 6.06;-7ri
12. Net Value of Tax Return (12) 201 , 691.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax (lG) 201,691.10
NOTE: If an assessment was issued previously, lines 14, 15 and/ar 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) 201,69]..10 X 045 _ 9,076.10
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, 076.10
TAY CRGTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
08-19-2008 CD010170 .00 9,076.10
TOTAL TAX CREDIT 9,076.10
BALANCE OF TAX DUE .00
INTEREST ANII PEN. .00
TOTAL DIIE .00
* 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.)