HomeMy WebLinkAbout01-31-11C NOTICE Qf ^ HERITANCE TAX
APRR~lk•IS~EMENT,~ ykLL ANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ .- n
INHERITANCE TAX DIVISION ~.,_~ETJU~TI01~~~.~ND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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JEFFREY S COHICK EA
390 ALEXANDER SPRING RD
CARLISLE PA 17015-9129
C1) .00
C2) . 00
c3) . 00
C4) .00
C5) 3, 674 . bl
C6) .00
C7) .00
CUT ALONG THIS LINE- - ~ -RETAIN LOWER PORTION-FOR-YOUR RECORDS ~ --- ---------------
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEAM ANNA VFILE N0.:21 08-1263 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 3 , 674.61
C9) 2.019.52
Clo) 274,3b2.45
11. Total Deductions C11) 276,381.97
12. Net Value of Tax Return C12) 272,707.36-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 272,707.36-
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
DATE 01-25-2011
ESTATE OF BEAM ANNA V
DATE OF DEATH 12-02-2008
FILE NUMBER 21 08-1263
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-26-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .00
BALANCE OF 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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~-~~2,