HomeMy WebLinkAbout08-20-14 ' NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-18-2014
ESTATE OF COX KATHERINE C
DATE OF DEATH 12-14-2012
FILE NUMBER 21 12-1319
COX DAVID C COUNTY CUMBERLAND
ACN 101
509 JOYCE RD APPEAL DATE: 10-17-2014
CAMP HILL PA 17011 (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
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COX KATHERINE CFILE NO. :21 12-1319 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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 CSchedule E) (5) 3,719.65
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 3.719.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11J .00
12. Net Value of Tax Return (12) 3,719.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 76,750.42
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: C)
r
15. Amount of Line 14 at spousal rate (15) . 00 7( dE C�!
16. Amount of Line 14 taxable at lineal rate (16) 70; •7g0-42 X 0�7� ,453't7YX-=
17. Amount of Line 14 at sibling rate (17) no X 1 2=r
G -
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 1�(i, C:) -:OY3 71
19. Principal Tax Due QI9
�_ .3„45$-.76�.
TAX CREDITS: CJ1_3 �,
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-7 AMOUNT PAID '� --+ •• `�
S fV
03-12-2013 CDO17308 163. 16 3,100.00
09-04-2013 CDO18102 . 00 12.38
03-05-2014 CDO18849 . 01- 178.23
08-11-2014 SBADJUST .00 2.50
TOTAL TAX PAYMENT 3,453.76
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 _ S
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �AV\T\�
REV-1070 EX("e'AQ
,117 pennsylvania INHERITANCE TAX
r DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FILE NUMBER
Katherine Cox 2112-1319
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted additional asset.
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