HomeMy WebLinkAbout02-19-10 NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAiS~MENT,''•At~LpWletNCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION -
OF DE:DI1CTIaNS ~
,AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PD BOX 280601 _ _ =
. U -
HARRISBURG PA 17128-0601 _
_
i~SU FL~ ~ ~ ~~~ ~. ~DATE 02-15-2010
ESTATE OF COHICK EARL E
DATE OF DEATH 05-15-2009
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FILE NUMBER 21 09-0486
Q`-~~'~` r P ~'~- ~ ~~ ~ ~ COUNTY CUMBERLAND
ROBERT R BLACK ~ ;`.` _ ~' ~~N. ACN 101
LANDIS 8~ BLACK APPEAL DATE: 04-16-2010
(See reverse side under Objections)
36 S HANOVER ST
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COHICK EARL EFILE N0.:21 09-0486 ACN: 101
-----------------
OR
DATE: 02-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
(y) ,Q Q credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •oo 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) 360,384.40
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 35, 074.69
(8) 395,459.09
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18.300.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,794.80
C11) 20,095.51
11. Total Deductions 375,363.58
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 10,000.00
14. Net Value of Estate Subject to Tax C14) 365,363.58
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.
ASSESS MENT 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 (16) .nn X 045 = .00
17. Amount of Line 14 at Sibling rate C17) ~6r, .363.58 X 12 = 43,843.63
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
C19)= 43,843.63
19.
rev ro Principal Tax Due
rnrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-05-2009 CD011571 1,842.11 35,000.00
01-11-2010 CD012213 .00 6,976.96
INTEREST IS CHARGED THROUGH 03-02-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 43,819.07
BALANCE OF TAX DUE 24.56
INTEREST AND PEN. .04
TOTAL DUE 24.60
~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
J