HomeMy WebLinkAbout02-05-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r, AP^P~~~ T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ••.~~ ~-I3F-'D!'IONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 01-26-2010
ESTATE OF COOPER KARL W
DATE OF DEATH 04-15-2007
FILE NUMBER 21 07-0761
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-27-2010
(See reverse side under Objections)
Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN_LOWER_PORTION_FOR
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CUT ALONG THIS LINE _YOUR_RECORDS_ ~ __ _________________
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOPER KARL WFILE N0.:21 07-0761 ACN: 101 DATE: 01-26-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
. • C2) 43,011.30 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) 28,148.4 7
7. Transfers (Schedule G) (7) .00
(8) 71.159.77
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.98 6.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
(11) 6,986.00
11. Total Deductions
C12) 64, 173.77
12. Net Value of Tax Return 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
(14) 64,173.77
14. Net Value of Estate Subject to Tax
NOTE: If an assesswent 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.
ASSESS MENT OF TAX: 025.30 X 00
36 = .00
15. Amount of Line 14 at Spousal rate (15) ,
748
47 x 045
8
266.68
= 1
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ,
.
.
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18 Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 1 5 = .00
. (19)= 1,266.68
19. Principal Tax Due
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT c+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-20-2008 CD009910 38.18- 2,609.73
TOTAL TAX PAYMENT 2,571.55
BALANCE OF TAX DUE 1,304.87CR
INTEREST AND PEN. .00
TOTAL DUE 1,304.87CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.