HomeMy WebLinkAbout09-15-14 NOTICE OF INHERITANCE TAX I pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-15-2014
ESTATE OF KOUGH JACOB E
DATE OF DEATH 10-20-2012
FILE NUMBER 21 13-0071
COUNTY CUMBERLAND
OTTO III IVO V ACN 101
10 E HIGH ST APPEAL DATE: 11-14-2014
CARLISLE PA 17013-3015 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOUGH JACOB EFILE No. :21 13-0071 ACN: 101 DATE: 09-15-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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
S. Closely Held Stock/Partnership Interest (Schedule L) (3) 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 966,358.25
e. Total Assets (8) 966.358.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20 .000.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 20,000.00
12. Net Value of Tax Return (127 946,358.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 99446,358.25
0
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,38 and/oc=-197mi4
reflect figures that include the total of all returns assessep t� dat�1 rn o
ASSESSMENT OF TAX: --' Xnn
15. Amount of Line 14 at spousal rate (15) .00 )CZO$� n .�i �—
16. Amount of Line 14 taxable at lineal rate (16) 99.4•R63_ 74 )�O(FZS M CJ's 1 ,F/-61087
17. Amount of Line 14 at sibling rate (17) -nn X'=1 L- —00
18. Amount of Line 14 taxable at collateral rate (18) 691,494.51 X 1 03,724'718
.��
19. Principal Tax Due �, ) (}�9)`-' 15,5-9 .05
TAX CREDITS: _; (V rT1
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID _n
DATE NUMBER INTEREST/PEN PAID (-7 co
01-18-2013 CDO17069 5,526.32 105,000.00
07-19-2013 CDO17923 .00 4,666.90
TOTAL TAX PAYMENT 115,193.22
BALANCE OF TAX DUE . 17CR
INTEREST AND PEN. .00
TOTAL DUE . 17CR
• 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.