HomeMy WebLinkAbout10-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.. i ~ i~,.i :.. ~~~TIEE OF INHERITANCE TAX
`'~=A-PI~'AI'SEMENT, ALLOWANCE OR DISALLOWANCE
~<<a r i~~-; bF D~EI~UG1'IONS AND ASSESSMENT OF TAX
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SHARON E QUINN ~-' ' '-;
12851 VALLEYWOOD DR
WOODBRIGDE VA 22192
REV-1547 EX AFP CO1-09)
DATE 10-20-2009
ESTATE OF COOK CLARENCE E
DATE OF DEATH 02-01-2007
FILE NUMBER 21 07-0258
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-19-2009
(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 ~ --
--------------------- ------------- ----- ----------- -----------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COOK CLARENCE E FILE N0. 21 07-0258 ACN 101 --------------
---
OR
DATE 10-20-2009
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) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 2 6,04 6.8 3
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
Total Assets
8 (g) 26, 046 .83
.
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,282.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 3.282.00
22, 764.83
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax C14) 22,764.83
.
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 C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 22, 764.83 X 045 = 1 , 024 .42
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
Principal Tax Due
19 C19)= 1,024.42
.
T~V f•~rTTTn.
PAYMENT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-21-2009 CD011155 101.03- 1,139.27
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,038.24
BALANCE OF TAX DUE 13.82CR
INTEREST AND PEN. .00
TOTAL DUE 13.82CR
C IF TOTAL DUE IS LESS THAN Sl, 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.)