HomeMy WebLinkAbout06-01-12nr F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~J,~_ ~,.{5~~, LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ `i'tIJ~{ tuaW~~ NS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
MARIELLE F HAZEN
STE 202
2000 LINGLESTOWN
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DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-11)
DATE 05-28-2012
ESTATE OF COX II J F
DATE OF DEATH 05-17-2011
FILE NUMBER 21 11-0639
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2012
(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 ~1 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: COX II J FFILE N0.:21 11-0639 ACN: 101 DATE: ns-~R-~nt~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 365, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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 (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,690.96
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) (7) 43,787.27
8. Total Assets (e) 415.478.23
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 14.30 9.8 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 136,565.93
11. Total Deductions C11) 150,875.82
12. Net Value of Tax Return (12) 264,602.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 264,602.41
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
08-12-2011 CD014850 394.74
12-20-2011 CD015374 .00
c15) 85, 154.64 x 00 - . 00
(16) 179.447.77 x 045 = 8,075.15
(ln~~ X 12 = . 00
(l8) .00 x 15 = .00
(19)= 8,075.15
AMOUNT PAID
,500.00
180.41
TOTAL TAX PAYMENT 8,075.15
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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. ^(~