HomeMy WebLinkAbout12-17-10. a-
NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES ~ ~'A~`~ EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION :. ',4~i QEDUCTIONS AND ASSESSMENT OF TAX REV -:L 547 EX AFP C12-04) J
HARRISBURG PA 17128-0601
~~ ~ ~ UF~ ~ 7 P~ ~~: ~ ~ DATE 12 - 13 - 2 010
ESTATE OF COOKSON VIRGINIA H
C~~~~ ~~ DATE OF DEATH 01-19-2010
~R~H.~C v~~~T FILE NUMBER 21 10-D108
CARLA C MAL~14V8~~~4~`~~ nt!`,~ , p~ COUNTY CUMBERLAND
ACN 101
2420 LOCKSLEY CT APPEAL DATE: 02-11-2011
FAIRBANKS AK 99709 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT_ALONG_THIS_LINE_ ___ --~ __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ f-- __
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOKSON VIRGINIA HFILE N0.:21 10-0108 ACN: 101 _______________
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OR
DATE: 12-13-2010
TAX RETURN V1AS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 95, 610.37 credit to your account,
0 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) 15,725.8b
6. Jointly Owned Property (Schedule F) (6) 7 , 984 . b7
7. Transfers (Schedule G) C7) 110,939.88
8. Total Assets C8) 230 , 2b0 .78
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3,2 0 7.38
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 130.37
11 . Total Deductions C11) 3, 337.75
12. Net Value of Tax Return C12) 226, 923.03
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax t14) 226,923.03
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2?6 .9?3.03 x 045 = 10,211.54
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 10,211.54
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-15-2010 CD012625 502.49 9,547.32
10-06-2010 CD013455 .00 161.74
TOTAL TAX PAYMENT 10,211.55
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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