HomeMy WebLinkAbout06-12-12BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
WILLIAM A DUNCAN
1 IRVINE ROW
CARLISLE
NOTICE OF INHERITANCE TAX Pennsylvania ~.: ~
AP NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
D ASSESSMENT OF TAX REV-1547 IX AFP c12-11)
C
L ~IJE~ t.•i rtl. ~i.lJ
~~1C t~~~'~ A~~~~; ~~ DATE 06-05-2012
~1 F~ ESTATE OF COOK SR ROBERT J
DATE OF DEATH 06-27-2011
~'~-E-~~~ ~~~ FILE NUMBER 21 11-0766
1+4t~~~C~t~~~n~S~~l~~~~T COUNTY CUMBERLAND
~4UaiuGrWV v~ v0., ~ A C N 101
APPEAL DATE: 08-04-2012
PA 17 013 - 3 019 (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 •~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOK SR ROBERT JFILE N0.:21 11-0766 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED.
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
c2) .00
c3) .00
c4) .00
c5) 220,385.77
c6) .00
(7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ca) 220 , 385.77
C9) .61 .0
clo) 3,569.66
11. Total Deductions X11) 26, 182.68
12. Net Value of Tax Return C12) 194,203.09
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 194,203.09
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 194.7n; 09 X 045 = 8,739.14
17. Amount of Line 14 at Sibling rate (17) .I10 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 8,739.14
TAX CREDITS:
r•nTmtni RhGEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-22-2011 CD014991 421.05 8,000.00
11-23-2011 CD015246 .00 318.10
TOTAL TAX PAYMENT 8,739.15
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), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.