HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX , ° pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-15�i7 EX AFP I08-13)
j PO BOX 280661
HARRISBURG PA 17126-0601
RECORDED 0EEIfiIT10F 01-20-2014
REGISTER OF V:,Ett?(�E OF COCKLIN ADA G
b DATE OF DEATH 07-28-2012
!'�1l1 JPIN 21 t MFI1LEOSUMBER 21 13-0388
COUNTY CUMBERLAND
STONE ESQ DAVID H CLERK OfACN 101
414 BRIDGE ST APPEAL DATE: 03-21-2014
NEW CUMBERLAND PA 17070-1927ORPNANS' COURT (See reverse side under Objections)
CUMBERLAND CA-bo+iNt Remitted��
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP CO8-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COCKLIN ADA GFILE NO. :21 13-0388 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: I X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 82,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,002.23 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) • D0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 41 ,955.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 100
8. Total Assets (a) 124,958. 03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31(,714.42
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 67,685.84
ll. Total Deductions (11) 99,400.26
12. Net Value of Tax Return (12) 25,557.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) -00
14. Net Value of Estate Subject to Tax (14) 25,557.77
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate (16) -OR x 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 25,557.77 x 15 = 3,833.67
19. Principal Tax Due (19)= 3,833.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-09-2013 CDO18232 .00 3,833.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-10-2013 TOTAL TAX PAYMENT 3,833.67
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 51.56
TOTAL DUE 51 .56
£ 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 FOR INSTRUCTIONS.