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HomeMy WebLinkAbout10-09-12 J r n~~~.,,;_, NOTICE OF INHERITANCE TAX pennsyLvania BUREAU OF INDIVIDUAL TAXES Ri~Ppkk tI iMi~E ( LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE { f INHERITANCE TAX DIVISION"~.F f1:ED1J(~!'fjQNS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11) PO BOX 280601 - a J HARRISBURG PA 17128-0601 O CT OCT `9 PM 3; 34 DATE 10-01-2012 ESTATE OF COOK MARGARET E DATE OF DEATH 03-23-2012 ()RP FILE NUMBER 21 12-0400 CUMBERLAND Co. PA COUNTY CUMBERLAND KEITH 0 BRENNEMAN ACN 101 44 W MAIN ST APPEAL DATE: 11-30-2012 MECHANICSBURG PA 17055-6249 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS - REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: COOK MARGARET EFILE NO.:21 12-0400 ACN: 101 DATE: 10-01-2012 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 4,770.39 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable CSchedule D) (4) 00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 402,752. 95 6. Jointly Owned Property CSchedule F) (6) .00 7. Transfers (Schedule G) (7) 324,407.19 8. Total Assets (8) 731,930.53 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 11,077.41 10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 3,343. 94 11. Total Deductions (11) 14,421.35 12. Net Value of Tax Return C12) 717,509.18 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 717,509.18 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) 717.509.18 x 045 = 32,287.91 17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 19. Principal Tax Due C19)= 32,287.91 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 06-19-2012 CDO16134 1,614.40 30,673.52 TOTAL TAX PAYMENT 32,287.92 BALANCE OF TAX DUE .01CR INTEREST AND PEN. .00 TOTAL DUE .01C * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.