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NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAIS~~I~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DED't~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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STEVEN HOWELL
b19 BRIDGE ST
NEW CUMBERLAND
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PA 17070
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DEPARTMENT OF REVENUE r
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REY-1547 EX AFP (:12-09)
DATE 10-19-2010
ESTATE OF COX PATIRICA A
DATE OF DEATH 11-08-2009
FILE NUMBER 21 09-1065
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SWUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E--
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COX PATIRICA AFILE N0.:21 09-1065 ACN: 101 _______________
OR
DATE: 10-19-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 124, 000.00 p~OTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
. 00 =submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 1:ax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 199,262.87
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets t8) _ 323,262.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 0.0 9 7.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 37,340.70
11. Total Deductions C11) _ 57,437.70
12. Net Value of Tax Return C12) _ 265,825.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 265,825.17
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 265 .825 _ 1 7 X 045 -_ 11 , 962.13
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due t19 )° 11 , 962.13
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-06-2010 CD013171 .00 11,809.28
INTEREST IS CHARGED THROUGH 11-03-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 11,809.28
BALANCE OF TAX DUE 152.85
INTEREST AND PEN. 1.46
TOTAL DUE 154.31
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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REV-1470 EX (01-10)+
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1 pei'11'~Sy Val'11a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
6UaEAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARR{ B R PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Patrica A Cox 2109-1065
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE Np. EXPLANATION OF CHANGES
Accepted additional assets per correspondence submitted to the department.
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