HomeMy WebLinkAbout12-17-10NOTICE OF INHERITANCE TAX
~PPrRA ,~F Z.~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ~~~_-.~~
INHERITANCE TAX DIVISION ~'- ~ ~--~ffli. ~ON$ AND ASSESSMENT OF TAX
PO BOX 280601 `': ~ ~,. {` ;' ail 1 t"~
HARRISBURG PA 17128-0601 ' ' ~-~ `~ ~'~ ' 'w' ~ R'-.-: ,
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MICHAEL A SCHERE~~~~~~rA`r~~-~ ~,`1 ~~
19 WEST SOUTH ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 12-13-2010
ESTATE OF KOSER CHARLOTTE C
DATE OF DEATH 06-06-2010
FILE NUMBER 21 10-0603
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-11-2011
(See reverse side under Objections )
Amount Remitted ~1
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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEME NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: KOSER CHARLOTTE (FILE N0.:21 10-0603 ACN: 101 DATE: 12-13-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) (1) 62,08$.03 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 32, 687.37
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 94 , 775.40
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8,8 3 5.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 23,272.25
11. Total Deductions (11) 32, 107.65
12. Net Value of Tax Return C12) 62, 667.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 62,667.75
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:
C15) .00 X 00 - .00
C16) 6?.667.75 x 045 = 2,820.05
c17) _ 00 x 12 = . 00
(18) .00 X 15 = .00
C19)= 2,820.05
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-29-2010 CD013424 .00 3,300.00
TOTAL TAX PAYMENT 3,300.00
BALANCE OF TAX DUE 479.95CR
INTEREST AND PEN. .00
TOTAL DUE 479.95CR
* 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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