HomeMy WebLinkAbout07-24-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ .... .~_
- ~ '~MOTICE OF INHERITANCE TAX
APPRATS'EMENT, ALLOWANCE OR DISALLOWANCE
-- ~`~bF"DEDUCTIONS AND ASSESSMENT OF TAX
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TRICIA D NAYLOR r~'' -
T D NAYLOR LAW OFFICE
104 S HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 0'7-20-2009
ESTATE OF KOIS MARGARET
DATE OF DEATH 05-27-2008
FILE NUMBER 21 08-0877
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOIS MARGARET FILE N0. 21 08-0877 ACN 101 DATE 07-20-2009
TAX RETURN WAS: C 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,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) (5) 5,821.88
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 5,821.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,050.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12>8 50.06
11. Total Deductions (11) 13.900.06
12. Net Value of Tax Return C12) 8,078.18-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le .I) (13) .00
14. Net Value of Estate Subject to Tax (14) 8,078.18-
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) .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) .00 X 15 _ .00
19. Principal Tax Due (lq)= .0 0
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-26-2008 (0010194 .00 750.00
TOTAL TAX CREDIT 750.00
BALANCE OF TAX DUE 750.000R
INTEREST AND PEN. .00
TOTAL DUE 750.000R
* 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 REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE +
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)