HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gfppR/~~-g'~~'P'J,"~y{.'~L~Oy~FANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION (fiF„ D{~DUCT.I.ONS` 'AND ASSESSMENT OF TAX
PO BOX 280601 ~ r w
HARRISBURG PA 17128-0601 `'`'' `" ~~ ~ 'v~ ,,.. REV-1547 EX AFP CO1-09)
~~~~''~~''~~- 2~ P~ ~: 2 DSTATE OF COOKO-2009 LOUISE V
DATE OF DEATH 05-31-2008
v~.~~~( ~~ FILE NUMBER 21 08-0656
G~R~N~{f'~ uC~~~gT COUNTY CUMBERLAND
RUTH ANN MCMILLEN 1~,,"=?":•'~E ,a.fi ~r ' i
~J'f;:..::.._: i....~-~'.+~''y_.%~ ~'``,`l p ACN 101
MKT BANK y`''~'~ APPEAL DATE: 09-18-2009
213 MARKET S T (See reverse side under Objections
HARRISBURG PA 17101 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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (O1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COOK LOUISE V FILE N0. 21 08-0656 ACN 101 DATE 07-20-2009
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) C1) 160, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 1,7 9 0.10 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,8 5 0.4 4
6. Jointly Owned Property (Schedule F) C6) 25,441.07
7. Transfers (Schedule G) C7) 371 , 694.52
8. Total Assets C8) 564, 776.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
33,848 .79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1b,Ob7 .97
11. Total Deductions C11) 49.916.76
12. Net Value of Tax Return C12) 514,859.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Sub3ect to Tax C14) 514,859.37
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) 514,859.37 X 045 = 23, 168.67
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= 23,168 .67
TAY f`QCi1TTC.
A
DATE REC IPT
NUMBER ISCOU T C+
INTEREST/PEN PAID C-)
AMOUNT PAID
08-28-2008 CD010207 1,000.00 19,000.00
02-27-2009 CD010952 .00 3,168.67
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 23,168.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)