HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INFOrRITANCE TAX DIVISION
PO BOX 280601
NARRISBUR6 PA 17128.0601
NO.~~, .OF INHERITANCE TAX
u~-t ,. ~~ .,"ALLOWANCE OR DISALLOWANCE
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-~~ ~:~~ ~ ~ ~DBAl1C"~'IONS 14t~b A~~ESSMENT OF TAX
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LUTHER E MILSPAWC;~F~':,_.,~ag~~D ~~., PA,
130 STATE ST
PO BOX 946
HBG PA 17101
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 06-21-2010
ESTATE OF KOPE NELEN J
DATE OF DEATH 01-07-2010
FILE NUMBER 2I 10-0047
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse sfde under Ob}ecti~ins)
Auount Renitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~- RETA_IN LOWER PORTION FOR YOU'
-----------~-~..----- ---- -••--•~--~-- -r-.--i---- -• RECORDS ~
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_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISE ENT, ALLOWANCE _
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSE SMENT OF TAX
ESTATE OF: KOPE HELEN JFILE N0.:21 1D-0047 ACN: 101 DATE: 06-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ONs ORIGINAL RETURN
i. Real Estate CSchodulo A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchodulo B) C2) 5,4 58.95 credit to your account,
3. Closely Hold Stock/Partnership Interest CSchodulo C) C3) •0 0 submit the upper portion
of this form with your
4. MortBapos/Notes Rocoivabla CSchedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchodulo E) C5) 4,7 3~l,_25,
6. Jointly Owned Property CSchodulo F) C6) 22, 323.39
7. Transfers CSchedule G) C7) .0 0
8. Total Assets C8) 32~, 52~ 0~9
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchodulo H) Cg) 7.1~ f
10. Debts/Mortpapo Liabilities/Liens CSchedule I) C10) ~ 34 6.58
il. Total Deductions C11) 7.,810.7
12. Net Value of Tax Return C12) 24,709.8
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .0~1
14. Net Value of Estate Subject to Tax C14) 24,709.._
NOTE: If an assessuent was issued previously,
reflect figures that include the total
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 st Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Lino 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITSs
C15) • 00 X
C16) - DD X
c17) _ na x
cls) 24,709.87 X
00 .0
045 = .00
12 = .0~
15 ~___ 3, 706.48
C19)= 3, 706.48
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-11-2010 CD012452 184.81 3,511.41
PAYMENT MUST BE MADE BY 10-07-2010*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 3,696.22
BALANCE OF TAX DUE '10.26
INTEREST AND PEN. .00
TOTAL DUE 10.26
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, ~.3`'~-