HomeMy WebLinkAbout03-10-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX iv
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-03-2014
ESTATE OF KOUGH JULIE A
DATE OF DEATH 12-18-2012
FILE NUMBER 21 13-0219
COUNTY CUMBERLAND
GRAYSON LISA M ACN 101
11 SHERATON DR APPEAL DATE: 05-02-2014
CARLISLE PA 17013-2124 (See reverse side under Objections)
Amount Remittedl---^- ��
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -► RETAIN LOWER-PORTION-FOR-YOUR-RECORDS--4
REV-1547 EX AFP C08-137 NOTICE OF INHERITANCE TAX APPRAZS£MENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOUGH JULIE AFILE NO. :21 13-0219 ACN: 101 DATE: 03-03-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED I } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) •Q0 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 3,300. 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 31300.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 18,704.05
10. Debts/Mortgage Liabilities/Lions (Schedule I) C10) 30 ,680.78
11. Total Deductions (11) 49,384.83
12. Net Value of Tax Return C12) 46,084.83-
13. Charitable/Governmental Bequests; Non-olectod 8113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 46,084.83-
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) -00 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) .00 X 15 = .00
19. Principal Tax Due (19J= ,00
TAX CREDITS: �}^'+
PAYMENT RECEIPT DISCOUNT C+) rn C?
AMOUNT PAID 3m, G
DATE NUMBER INTEREST/PEN PAID (-) r %Z7 Cl� _O
-� r-1 1-n
C.
CT
C C-
TOTAL TAX PAYMENT W ,00
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 41