HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INNER ITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF COBURN LOIS M
DATE OF DEATH 06-21-2013
FILE NUMBER 21 13-0891
COUNTY CUMBERLAND
ALBERT PATRICIA ACN 101
6416 TERRACE CT APPEAL DATE: 09-19-2014
HARRISBURG PA 17111-7033 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ____ RETAIN LOWER PORTION FOR YOUR RECORDS F
_____ ---------__"
REV-1547 EX AFP C08-13) NOTICE OF _
INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COBURN LOIS MFILE NO. :21 13-0891 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 123,000.00 NOTE: To ensure proper
2. Stacks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 1 ,208.07
6. Jointly Owned Property CSchedule F) C6) .00
7. Transfers CSchedule G) (7) . 00
8. Total Assets CS) 124,208.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 41 .217.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C1 p) 74,025.03
11. Total Deductions (11) 115,242.70
12. Net Value of Tax Return (12) 8,965.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 8,965.37
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 CIS) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) R-96r A7 X 045 = 403.44
17. Amount of Line 14 at sibling rate (17) -nn X 12n= - .00 ,
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15(7:r_� .00:1„?
19. Principal Tax Due ( °ry (_1.031 4 4c' -)
TAX CREDITS: S 'J
CDPAYMENT RECEIPT DISCOUNT (+) { y�:� ( �,- , l.)
AMOUNT PAID Cl�i
DATE NUMBER INTEREST/PEN PAID (-) _
03-11-2014 CD018872 .00 403.44
pa 'Tl
TOTAL TAX PAYMENT 403.44
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 `\r
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.