HomeMy WebLinkAbout06-08-15 NOTICE OF INHERITANCE TAX pennsytvania
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 280601 nn
HARRISBURG PA 17128-06&E'C'_�� 7
DATE 06-02-2015
ESTATE OF KOCHER MARGARET 14
i tis . Pl� 12 DATE OF DEATH 12-24-2005
FILE NUMBER 21 06-0062
COUNTY CUMBERLAND
KEFNER ESQ on-tDALE,l
ACN 101
129 S MAR�{{ �,T_ST APPEAL DATE: 08-01-2015
MILLERSBuk& PA 17061-1308 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOCHER MARGARET MFILE NO. :21 06-0062 ACN: 101 DATE: 06-02-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) .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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 38,790.4 9
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- .00
S. Total Assets (8) 38,790.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 384.07
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .0 0
11. Total Deductions (11) 384.07
12. Net Value of Tax Return (12) 38,406.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,575,209.88
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 (is) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 q75.2ng-Aft x 045 = 70,884.45
17. Amount of Line 14 at sibling rate (17) -0 0 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 70,884.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-24-2006 CDO06472 3,544.22 70,000-00
11-28-2006 REFUND .00 4,301 .65-
01-15-2015 CD020135 86.41- 1,728.29
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-16-2015 TOTAL TAX PAYMENT 70,884.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. 517.36
TOTAL DUE 517.36
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.