HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL Taxes -;',,~ ~~~ ;S,~I~~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `~". OF :DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '~~
HARRISBURG PA 17126-0601 _~+ + ,- ' L1l '~ ~ ~ ~ ~~
2x10 JAS -8 PM ! ~ ! 5
ROGER M MORGENTI~.+~~ss~ : ~ : ;.;!~., PP
SMIGEL ETAL Ll.~
4431 N FRONT ST 3RD F
HARRISBURG PA 17110
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-09)
DATE 12-28-2009
ESTATE OF COOPER JR ORAL E
DATE OF DEATH 10-07-2008
FILE NUMBER 21 08-1027
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-26-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701.3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APP -----------------
RAISEMENT, ALLOWA CE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TA
ESTATE OF: COOPER JR ORAL EFILE N0.:21 08-1027 ACN: lOjl DATE: 12-28-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 880,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) Ip) 8,912.8 ~ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .D 0 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) (5) 74,397.3$
6. Jointly Owned Property (Schedule F) I6) .0~
7. Transfers (Schedule G) c7) .00
8. Total Assets C8) 963,310.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 35.67 9.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,213.8
11. Total Deductions X11) 39,893.25
12. Net Value of Tax Return C12) 923,416.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J] (13) .00
14. Net Value of Estate Subject to Tax (14) 923,416.91
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
01-06-2009 CD010728 52.63
07-07-2009 CD011450 .00
(15) .00 X
(16) 99 3.416.91 X
cln _ nn x
cle) .00 x
AMOUNT PAID
DO = .00
045 = 41,553.76
12 = .00
15 = .00
C19)= 41,553.76
1,000.00'
40,,501.13
TOTAL TAX PAYMENI~ 41,553.76
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREbIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.