HomeMy WebLinkAbout03-19-12NOTICE OF INHERITANCE TAX Pennsylvania ~ ~
BUREAU OF INDIVIDUAL TAXES AR~,~ ~'i'!`~~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~'•:{}R~!'~~'jt~~~ bND ASSESSMENT OF TAX
PO BOX 280601 [][~, J`~ T ``_ 4 ,~1,a, ~ REV-1547 EX AFP (12-1ll
HARRISBURG PA 17128-0601 ~-}(,- ~~~ ~; t'`-~-`f
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OR°~1~~P~ u ~ r,! ~R_
DAVID A BARK ESq 'CiI~~V~~~~~~ ~~ ~` ~ ~~;~
19 W SOUTH ST
CARLISLE PA 17013-3445
DATE 03-12-2012
ESTATE OF COSGROVE MARGARET J
DATE OF DEATH 03-10-2011
FILE NUMBER 21 11-0389
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-11-2012
(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 ---- -• RETAIN LOWER PORTION FOR YOUR
----
---------------- ------------- RECORDS F--
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX _
-
APPRAISEMENT, ALLOWANCE
___
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COSGROVE MARGARET JFILE N0.:21 11-0389 ACN: 101 DATE: 03-12-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED V
ALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 74,752
00
2. Stocks and Bonds (Schedule B)
~2) .
,00 NOTE: To ensure
proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
4,521.0 0 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers [Schedule G) ~7) 88,900.00
8. Total Assets
APPROVED DEDUCTIONS AND c8) 168.173.00
EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19.0 7 00
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
12•
Net Value of Tax Return X11) 19, 027.00
13
Cha
it
bl C12) 149, 146.00
. r
a
e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
C13) .00
14. Net Value of Estate Subject to Tax
(14) 149, 146.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17, 18
reflect figures that include the total
of ALL ,
returns assessed to d and 19 will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 14 9.746 00 x 045 = .
7
17.
Amount of Li
14 6,
11.00
ne
at Sibling rate C17) ~
-
0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 = 00
19. Principal Tax Due .
TAX CREDITS: c19)= 6,711.00
rArmtni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
-19-2011 CD014490 335.55 7,446.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 7,781.55
BALANCE OF TAX DUE 1,070.55CR
INTEREST AND PEN. .00
TOTAL DUE 1,070.55CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.