HomeMy WebLinkAbout01-31-11~.-,-, " - NOTy3~` OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES _' APP~tAIS'EM~'wl~{' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF , bEDUCThONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 '• REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
1 '',
i `-' ~ ~ ~ ~ ~ DATE 01- 25 - 2 011
ESTATE OF COGLEY SR JOHN W
~~ ~-'~~'~'~ `_'~~ DATE OF DEATH 0 2 - 2b - 2010
~''~~'!~ ~~,~'~~ 'f ~~lL°+~ FILE NUMBER 21 10-0229
~, `' __
~ ~~ ~' ''~ ~~ ~}` `. l',''~~ COUNTY CUMBERLAND
ELYSE E ROGERS ESG~"' "' ACN
STE 400 101
APPEAL DATE: 03-26-2011
6 3 5 N 12TH S T (See reverse side under Objections )
LEMOYNE PA 17043 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 C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COGLEY SR JOHN WFILE N0.:21 10-0229 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) C1) 150,000.00
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
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,336.Ob
b. Jointly Owned Property (Schedule F) C6) 45, 496.11
7. Transfers (Schedule G7 C7) 59, 149.08
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) _265,981 25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__ 4 2, 0 9 8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 34.21
11. Total Deductions
C11) 43,544.01
12• Net Value of Tax Return C12) 222,437.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
.00
14. Net Value of Estate Subject to Tax C14) 222,437.24
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date and 19 will
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) _ 77? . 4 7 _ 74 x 045 =
17. Amount of Line 14 at Sibling rate 10, 009.68
C17) 00 x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due
C19)= 10, 009.68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
05-25-2010 CD012795 500.48 10,500.00
TOTAL TAX PAYMENT 11,000.48
BALANCE OF TAX DUE 990.80CR
INTEREST AND PEN. .00
TOTAL DUE 990.80CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,DUE