HomeMy WebLinkAbout08-06-12( NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAxES ~ ~i,~~~T~ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~n~'•eL~~'D~ ~ON$ AND ASSESSMENT OF TAX
PO BOX 280601 ~`~',l~[-'~{ L,; ~;i REY-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
?~12 AU6 -6 PM i~ 2~ DATE 07-30-2012
ESTATE OF COBLE MARY C
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J DATE OF DEATH 05-24-2011
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ORPHANS G~Ol1riT FILE NUMBER 21 11-0642
DAVID H STONE ESQCUMBERI.fWO CO.
PA COUNTY CUMBERLAND
,
414 BRIDGE ST ACN 101
APPEAL DATE: 09-28-2012
NEW CUMBERLAND PA 17070-1927 (See reverse side under Objections)
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE ---- -• RETAIN LOWER PORTION FOR YOUR RECORDS •-
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47 EX AFP C12-11) NOTICE OF INHERITANCE _ ____
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COBLE MARY (FILE N0 .:21 11-0642 ACN: 101 DATE: 07-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 141,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 10,977.54 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
5.
Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) (5) 281,997.99
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers [Schedule G) C7) 780,623.63
8. Total Assets (8) 1 , 214 .599.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)-- 6 3,3gg.4g
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 1,525.56
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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
C11) 64,924.04
(12) 1,149,675.12
(13) 496.951.72
C14) 652,723.40
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 C+)
DATE NUMBER INTEREST/PEN PAID (-)
08-23-2011 (0014876 i r-» ,, ,,
n5) .00 x 00 = .00
C16) On x 045 = .00
C17) 94.016 3o x 12 = 29,401.96
(18) 407,707.10 x 15 = 61,156.07
(19)= 90,558.03
AMOUNT PAID
100,000.00
TOTAL TAX PAYMENT 104,527.90
BALANCE OF TAX DUE 13,969.87CR
INTEREST AND PEN. .00
TOTAL DUE 13,969.87CR
~ 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. ^ „