HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,_ ,,, ,,i_,,.~OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' d~,BItAI$EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ; OF •,DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 gyp, ~ r - -~ ,
HARRISBURG PA 17128-0601 REY-1547 EX AFP (01-09)
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ESTATE OF KOCHER MARGARET E
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ANTHONY L DELUCA €~,° ~' ~;~ p~
113 FRON ST
PO BOX 358
BOILING SPRINGS PA 17007
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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOCHER MARGARET E FILE N0. 21 08-1173 ACN 101 DATE 04-13-2009
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) (2) •00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ' 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) 1,272.00
6. Jointly Owned Property (Schedule F) (6) 11,968.55
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 13, 240 .55
APPROVED DEDUCTIONS AND EXEMPTIONS:
610.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8 20.37
11. Total Deductions (11) 1 .430.37
12. Net Value of Tax Return (12) 11,810.18
2 000 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
14. Net Value of Estate Subject to Tax C14) 9,810.18
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 (15)
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
.00 X 00 = .00
.00 X 045. .00
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 9,810.18 X 15 = 1,471.53
19. Principal Tax Due
TAY CRFi1TTS
(19)= 1,471.53
PAYM NT
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-24-2008 CD010553 .00 1,471.53
TOTAL TAX CREDIT 1,471.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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 OF DEATH 03-11-2008
FILE NUMBER 21 08-1173
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: