HomeMy WebLinkAbout03-26-10 (2)- ; :- ~ ^~tOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APf~~tA`i~>rMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ,_ ; dE_ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
L,t!u ~~""i ~~ f 1~ j ~ k DATE 03-22-2010
ESTATE OF CODY JANET
(`I ~`'~'.,~ DATE OF DEATH 03-09-2009
~~ ..,-
~~, ; ;"-`~, .,, FILE NUMBER 21 09-0292
JERROLD A SUt,COVE ESQ COUNTY CUMBERLAND
ACN 101
82 W QUEEN STREET APPEAL DA1fE: 05-21-2010
CHAMBERSBURG PA 17201 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF MILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~i RETAIN LOWER PORTION FOR YOUR RECORDS F~ _ _
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REV-1547 EX AFP C12-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CODY JANET FILE N0.:21 09-0292 ACW: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Qp credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 3,925.07
6. Jointly Owned Property (Schedule F) (6) 50,491.15
7. Transfers (Schedule G) (7) .00
8. Total Assets
(B) 134,416.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14.~,~C
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10),~ 13 905.85
11. Total Deductions C11) 16,598.19
12. Net Value of Tax Return C12) 117,818.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 117,818.03
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
05-28-2009 CD011295 236.84
09-15-2009 CD011748 .00
(15) .00 X
(16) 1 17.818.11_ )(
(17) .I10 X
(LB) .00 X
AMOUNT PAID
00 = .00
045 = 5,301.81
12 = .DO
15 = .00
(19)= 5,301.81
4,500.00
564.97
TOTAL TAX P/~YMENT 5,301.81
BALANCE OF TAX DUE .00
INTEREST AN1) PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS ,4 "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. "`'~
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