HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
,,iry. .
NOTICE OF INHERITANCE TAX
TAXES ~~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
i~'•_: °OF DEDUCTIONS AND ASSESSMENT OF TAX
249 SEP -5 P~ 12~ 50
~~
pR~~-fit ; ~; ~ ~~~ T
JAN M WILEY C~J' ~~,., ~,_ ,^~ PF'~
THE WILEY GROUP
130 W CHURCH ST
DILLSBURG PA 17019
REV-1547 EX AFP (06-05)
DATE 09-01-2008
ESTATE OF COOKE HELEN A
DATE OF DEATH 09-01-2007
FILE NUMBER 21 07-0933
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-31-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COOKE HELEN A FILE N0. 21 07-0933 ACN 101 DATE 09-01-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
I4) .00 tax payment.
Is) 61 , 786.39
I6) . 00
cn .00
C8) 61 , 786.39
APPROVED DEDUCTIONS AND EXEMPTIONS: 44,707.01
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.304.38
11. Total Deductions X11) 47.011.39
12. Net Value of Tax Return X12) 14,775.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 14,775.00
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 14,775.00 X 045 = 664.88
17. Amount of Line 14 at Sibling rate I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due c19)= 664.88
TAY f DCTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-29-2008 (0009819 .00 664.88
TOTAL TAX CREDIT 664.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN €1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)