HomeMy WebLinkAbout03-20-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTI~FNT OF REVENUE
,,~._ ._
~NOTTCE.O~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A,PA~tAIS~HEMT,1;d~LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION °`(,;~DF.-DEHUCTTDNS'AND ASSESSMENT OF TAX
PO BOX 280601 --
HARRISBURG PA 17128-0601 psi ~ REV-1547 EX AFP (01-09)
ZQ~~r~~~R 20 "~il2~ ~~ DATE 03-16-2009
ESTATE OF COCKLIN MARY B
C~~~}(~F DATE OF DEATH 01.-31-2008
O~R~,~~ ~.(J~(-~~ FILE NUMBER 21 08-0276
JAN M WILEY ~UM~'~r,~~~""u °'~ ~~~° PA COUNTY CUMBERLAND
ACN 101
THE WILEY GROUP APPEAL DATE: 05-15-2009
130 W CHURCH ST (See reverse side under Objections)
DILLSBURG PA 17019 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 CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COCKLIN MARY B FILE N0. 21 08-0276 ACN 101 DATE 03-16-2009
TAX RETURN WAS: C 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B] (2) 4 2,763.14 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) 112,557.40
7. Transfers (Schedule G) (7) 683, 925.40
8. Total Assets cB) 839,245.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
67,499 .40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.8 61 .44
11. Total Deductions C11) 76.360.84
12. Net Value of Tax Return C12) 763, 885.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) C13) 270,000.00
14. Net Value of Estate Subject to Tax (14) 493,885.10
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 assess ed 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/Class A rate C16) •00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 176, 122.79 X 12 _ 21, 134.73
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 317,762.31 X 15 _ 47,664.35
19. Principal Tax Due cl9)= 68,799.08
rwv corn•re.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-24-2008 CD009623 1,200.00 22,800.00
04-30-2008 CD009637 2,239.95 57,000.00
TOTAL TAX CREDIT 83,239.95
BALANCE OF TAX DUE 14,440.87CR
INTEREST AND PEN. .00
TOTAL DUE 14,440.87CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)