HomeMy WebLinkAbout10-06-14 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 09-29-2014
ESTATE OF COOMBS EDGAR D
DATE OF DEATH 06-06-2012
FILE NUMBER 21 12-0675
COUNTY CUMBERLAND
SEEBER EDWARD P ACN 101
STE C400 APPEAL DATE: 11-28-2014
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5207 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COOMBS EDGAR DFILE NO. :21 12-0675 ACN: 101 DATE: 09-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 201,600.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 201,600.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,198.00
10, Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 90,260.41
11. Total Deductions (11) 100,458.41
12. Net Value of Tax Return (12) 101,141.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (1 4) --"9,163.28
C7 - :;0 _10
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,C=Iband/o r 19nWffi
reflect figures that include the total of all returns assessef- datec_--.-> C3
ASSESSMENT OF TAX: Fn 73
15. Amount of Line 14 at spousal rate (15) 251,816.85 )F-Oi- rr10 0
16. Amount of Line 14 taxable at lineal rate (16) 21 7.254 6-45 W59
17. Amount of Line 14 at sibling rate (17) 00 X r- 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X-)l 5 =1 =3 00
19. Principal Tax Due 9,2B 59
TAX CREDITS:
C=) C>
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID _J
DATE NUMBER INTEREST/PEN PAID
06-12-2013 CDO17743 .00 6,268.30
10-11-2013 CDO18249 .00 50.37
04-16-2014 CDO19039 166.54- 3,706.87
TOTAL TAX PAYMENT 9,859.00
BALANCE OF TAX DUE 78.41CR
INTEREST AND PEN. .00
TOTAL DUE 78.41CR
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.