HomeMy WebLinkAbout01-25-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
__. NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 01-21-2008
ESTATE OF COOK MARY E
DATE OF DEATH 02-17-2007
FILE NUMBER 21 07-0190
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-21-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COOK MARY E FILE NO. 21 07-0190 ACN 101 DATE 01-21-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
'If
I-I ,....
~"' (
f~' L): ::J 3
KAREN H COOK ESQ r!
MASANO BRADLEY
1100 BERKSHIRE BLV 20
WYOMISSING PA 19610
TAX RETURN WAS: (X 1 ACCEPTED AS FI LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Stocks and Bonds (Schedule Bl
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule Dl
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
S.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13.
14.
CHANGED
(ll
(2l
(3l
(4l
(Sl
(6l
Ol
195,000.00
30,230.04
.00
.00
32,312.26
.00
41,041.41
(Sl
(9l
UOl
23,680.81
1,828.25
(lll
U2l
U3l
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule Jl
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
16. Amount of Line 14 taxable at Lineal/Class A rate
NOTE:
17. Amount of Line 14 at Sibling rate
lS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal
TAX CREDITS:
PAYMENT
DATE
05-04-2007
10-25-2007
Tax Due
RECEIPT
NUMBER
CD008135
CD008859
DISCOUNT (+l
INTEREST/PEN PAID (-l
578.95
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
USl
U6l
un
USl
.00 X
273,074.65 X
.00 X
.00 X
AMOUNT PAID
11,000.00
709.41
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
298,583.71
U4l
?1i.509.06
273,074.65
.00
273,074.65
00
045 =
12
15 =
.00
12,288.36
.00
.00
12,288.36
U9l=
12,288.36
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YOU MAY BE DU(I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.l ~