HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
pIOTdGE- OF°INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gpP{~AL'S~M$~N7,. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION =OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601 ,,,
HARRISBORG PA 17128-0601 `'
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BALL ETAL
2303 MARKET ST
CAMP HILL PA 17011
DATE 0:1-27-2009
ESTATE OF KODISH KATHRYN M
DATE OF DEATH O:L-15-2008
FILE NUMBER 2:L OS-0093
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-28-2009
(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 F~
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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 KODISH KATHRYN M FILE N0. 21 08-0093 AC;N 101 DATE 01-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHAN~~ED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 109,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 10,618.78 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. CashlBank DepositslMisc. Personal Property (Schedule E) C5) 7 7~8 80.25
6. Jointly Owned Property [Schedule F) C6) 842.2 0
7. Transfers (Schedule G) C7) 114,534.16
8. Total Assets (g) 312,875.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
19,669.28
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,724.18
11. Total Deductions (11) 73.393.46
289,481.93
12. Net Value of Tax Return C12)
00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .
289,481.93
14. Net Value of Estate Subject to Tax (14)
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of line 14 taxable at Lineal/Class A rate C16) 289,481.93 X 045 = 13,026.69
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)= 13, 026.69
TAY f DCTIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT P/1ID
04-12-2008 CD009569 651.33 13,850.00
TOTAL TAX CREDIT 14,501.33
BALANCE OF TAX DUE 1,474.64CR
INTEREST AND PEN. .00
TOTAL DUE= 1,474.64CR
i
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, 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.]