HomeMy WebLinkAbout03-08-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 1 7128-0601 RE(.'ORi~a-~ fir.,-3^~~+~
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ARNOLD B KOGAN GLEn~ ~," ~'
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HARRISBURG PA 17112-0900
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (09-12)
DATE 03-04-2013
ESTATE OF KOGAN PEARL M
DATE OF DEATH 07-30-2012
FILE NUMBER 21 12-0852
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-03-2013
(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-15
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47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
____
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOGAN PEARL MFILE N0.:21 12-0852 ACN: 101 DATE: 03-04-2013
TAX RETURN WAS: C x) ACCEPTED AS FILED ( ) CHANGED
APPRA
ISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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) C4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,931.8 2
6. Jointly Owned Property (Schedule F) C6) 21 , 259.58
7. Transfers (Schedule G) C7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 39.191 40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq)_ 2 515 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,968.33
11. Total Deductions
C11) 6,483.35
12. Net Value of Tax Return 32
708
05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule (12)
J) ,
.
00
14.
Net Value of Estate Subject to Tax (13) .
C14) 32,708.05
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 a nd/or 19 will
reflect figures that include the total of all returns
ASSESSMENT OF assessed to date.
TAX:
15. Amount of Line 14 at spousal rate
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT
C15) . 00 x
(16) 39.70R OS x
Cln DO X
C18) .00 x
00 = .00
045 = 1,471.86
12 = .00
15 = .00
C19)= 1,471.86
DISCOUNT c+) -
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-23-2012 CD016683 68.42 1,300.00
12-20-2012 CD016958 .00 103.44
TOTAL TAX PAYMENT 1,471.86
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 FOR INSTRUCTIONS.
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