HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEME,NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1s1oN DF DEDI,tCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '
HARRISBURG PA 17128-0601
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JEFFREY S COH~'C~K `,_$
390 ALEXANDER SPRING RD
CARLISLE PA 17015-9129
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DEPARTMENT OF REVENUE
,F
REV-1547 EX AFP (12-09)
DATE 10-19-2010
ESTATE OF SCHOPPE CHARLES C
DATE OF DEATH 02-06-2010
FILE NUMBER 21 10-0841
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --_ -~-~ -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-- _
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHOPPE CHARLES (FILE N0.:21 10-0841 ACN: 101 ___ ___________
OR -
DATE: 10-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 18 3.5 7
6. Jointly Owned Property (Schedule F) C6) 7, 974.32
7. Transfers (Schedule G) (7) .0 0
8. Total Assets CS) 8 , 157.89
APPROV ED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 1,4 61.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 4 3.7 0
11. Total Deductions (11) 2,705.45
12. Net Value of Tax Return t12) 5,452.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax (14) 5,452.44
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 1B 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 5,4~ .44 x 045 = 245.36
17. Amount of Line 14 at Sibling rate (17) _0 ~ X 12 = .0 0
18. Amount of Line 14 taxable at CollaterallClass B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 245.36
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-17-2010 CD013214 .00 245.36
TOTAL TAX PAYMENT 245.36
BALANCE DF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "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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