HomeMy WebLinkAbout02-02-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'--'~N'OTICE OF INHERITANCE TAX
Ap'pR~tsEMENT, ALLOWANCE OR DISALLOWANCE
'OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
-!
2007 FEB - 2 Pr'112: 36
REV-1547 EX AFP (06-05)
DATE 01-29-2007
ESTATE OF JUMPER RAY K
DATE OF DEATH 08-20-2006
FILE NUMBER 21 06-0772
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2007
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!Q~-~Q~-!Q~~-~~~Q~~!_-~--------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JUMPER RAY K FILE NO. 21 06-0772 ACN 101 DATE 01-29-2007
CLERf<
ORPH;~~"S 1', r,;I' jl,:JT
I, \1 \/ \, ..-, '...) ,~_, -II
RICHARD L WEBBERCVkFESQ , F:i\
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG PA 17257
TAX RETURN WAS: (X) ACCEPTED AS FI LED
CHANGED
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
C E TS:
PAY
DATE
11-17-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
NOTE:
R C
NUMBER
CD007452
S 0 NT (+)
INTEREST/PEN PAID (-)
433.73
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
30.00
.00
.00
66,725.59
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
66,755.59
(9)
ClO)
7,594.90
1,330.25
Cl1)
Cl2)
Cl3)
(14)
8. 9?1i. 11i
57,830.44
.00
57,830.44
(15)
(16)
(17)
(18)
.00
.00
.00
57,830.44
.00
.00
.00
8,674.57
8,674.57
X 00
X 045 =
X 12 =
X 15 =
(19)=
AMOUNT PAID
8,240.84