HomeMy WebLinkAbout05-22-12_ NOTICE OF INHERITANCE TAX Pennsylvania ~
ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE '
BUREAU OF INDIVIDUAL TAXES ~~~f%rA~~IRIAiS~(~~1
INHERITANCE TAX DIVISION ~C_r "':OF ~D~~IUc~TIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-1ll
PO BOX 280601 ~ ~ ~ - _
HARRISBURG PA 17128-0601
%'~ tq {n~ `(` DATE 05-14-2012
ESTATE OF KOCHENOUR COLLEEN M
r - DATE OF DEATH 02-12-2011
H , ~~.,~ FILE NUMBER 21 11-1217
G` ~ ~ COUNTY CUMBERLAND
CRAIG A HATCH ~~i~~ C 1-~ ~~ ~ ~~'~-~ • F~. ACN 101
STE 100 APPEAL DATE: 07-13-2012
1013 M U M MA R D ( See reverse side under Objections )
LEMOYNE PA 17043-1144 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 E'--
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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: KOCHENOUR COLLEEN MFILE N0.:21 11-1217 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
,00 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
.00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,090.00
6. Jointly Owned Property (Schedule F) (6) 4,202.16
7. Transfers (Schedule G) (7) 206,990.38
8. Total Assets ce) 220,282.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 3.106.29
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,040.0 0
24,146.29
11. Total Deductions (11)
12. Net Value of Tax Return C12) 196, 136.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 196, 136.25
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 9b. ] 36.2~i x 045 = 8,826.13
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - ,00
19. Principal Tax Due (19)= 8,826.13
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-14-2011 CD015195 .00 8,826.13
05-07-2012 SBADJUST .00 1.45
TOTAL TAX PAYMENT g,g26.13
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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