HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _., ApPRAI,SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION pF„DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,_ .,
HARRISBURG PA 17128-0601 REV-1547 EX AFP C12-08)
~~~~ ~~~~ _(~ ~%'~'~~~= ~+ i DATE 01-05-2009
ESTATE OF KOSIER ROSE P
~~~,,.t,`: ,,;,,: DATE OF DEATH 09-10-2007
~ - , -r FILE NUMBER 21 08-0430
(~;~ _ ~',~, nr, COUNTY CUMBERLAND
JULIA FOLEY ~`;''," _ 'r~ ACN 101
1970 ENOLA RD APPEAL DATE: 03-06-2009
CARLISLE PA 17013 (See reverse side under Objections)
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 ~
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REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOSIER ROSE P FILE N0. 21 08-0430 ACN 101 DATE 01-05-2009
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
•00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,00 0.0 0
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 197,745.37
8. Total Assets fig) 205,745.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
31,329.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.746.00
11. Total Deductions (11) 37.075-60
12. Net Value of Tax Return C12) 168,669.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 168,669.77
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) • 00 X 045 = . 00
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) 168,669.77 X 15 = 25,300.46
19. Principal Tax Due c19)= 25,300.46
nsl-TTTI+.
1 NA l•R GLi 1 J i
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-10-2008 CD009866/ .00 2,500.00
09-25-2008 CD010310 310.36- 23,110.82
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-26-2008 TOTAL TAX CREDIT 25,300.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. 158.05
TOTAL DUE 158.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF^TOTAL DUE^IS'REFLECTEDrASrAT~~CREDITu' (CR)" YOU MAYBE DUE