HomeMy WebLinkAbout06-17-15 v NOTICE OF INHERITANCE TAX pennsytvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDI�V-YIDUAL TAXES C n OF DEDUCTIONS AND ASSESSMENT OF TAX _l
POHBOXT280601�ff HK�E D V F FIV L O t REV-1547 EX AFP (11-14)
HARRISBURG PA 128i0601...
t[ VILIN Iii pp Ait DATE 06-15-2015
?QIS 17 'E li l2 ESTATE OF SEXTON KATHERINE R
DATE OF DEATH 05-01-2014
CLEFK' OF FILE NUMBER 21 14-0593
DOUGL06Pii�I11'ES661.6k6E F COUNTY CUMBERLAND
ACN 101
35CAVEDCAtN05R;rSPRfING-) D APPEAL DATE: 08-14-2015
CARLISLE PA '1'7'015 (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- -- -- ----------------
------------------------------------------ ------- --- - --- -- ---- -
REV 1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SEXTON KATHERINE RFILE NO. :21 14-0593 ACN: 101 DATE: 06-15-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 649,984.06 credit to your account,
0 0 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 131,160.93
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 34,246.86
8. Total Assets C8) 815,391 .85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,712.92
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 17,712.92
12. Net Value of Tax Return C12) 797,678.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 797,678.93
14. Net Value of Estate Subject to Tax (14) .00
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) -n 0 x 045 = .00
17. Amount of Line 14 at sibling rate (17) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .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 DUfa�n�
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (\�Jy �.
REV-1470 EX(01-JO)
enns tvana
p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S
8-
DECEDENT'S NAME FILE NUMBER
Sexton, Katherine R. 2114-0593
REVIEWED BY AGN
Jkiinger 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Assets deferred to husband in trust.
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