HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 2BO601
HARRISBURG PA 17128-0601 R E C kC 5% 7 T'71 0�E CIF
DATE 03-09-2015
ESTATE OF COOGAN JAMES P
M 0I V1
M^R 1-0 PM 1 '4 DATE OF DEATH 06-16-2013
FILE NUMBER 21 14-0003
CL-' COUNTY CUMBERLAND
SCHRACK III ESQWM
0 R P IPI� ACN 101
124 W HARRISBURG %Ukj,._ APPEAL DATE: 05-08-2015
D I L L S B U R G P 17D1-9�-1268 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOGAN JAMES PFILE NO. :21 14-0003 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00: tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 7,536.26
7. Transfers (Schedule G) (7) .00
8. Total Assets 7,536.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,764.25
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) .00
11. Total Deductions (11) 27,764.25
12. Net Value of Tax Return (12) 20,227.99-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 20,227.99-
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate (16) 7.q'iA-26 X 045 = 339.13
17. Amount of Line 14 at sibling rate (17) .00, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 339.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-31-2013 CM8601 .00 59.79
12-31-2013 CDO18603 .00 280.71
TOTAL TAX PAYMENT 340.50
BALANCE OF TAX DUE 1 .37CR
INTEREST AND PEN. .00
TOTAL DUE 1.37CR
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 FOR INSTRUCTIONS.