HomeMy WebLinkAbout01-25-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, . ~OTICE OF INHERITANCE TAX
, APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 01-21-2008
ESTATE OF JAKUBOWSKI JANET M
DATE OF DEATH 12-29-2006
FILE NUMBER 21 07-0013
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-21-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JAKUBOWSKI JANET M FILE NO. 21 07-0013 ACN 101 DATE 01-21-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 28D6Dl
HARRISBURG PA 17128-D6Dl
~ 1- I r-~
r i ~ I
(.":"'1
. ,) J
,_, i"
{~ "J
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
,..
PA 17013
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE:
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
121,562.00
.00
.00
.00
9,628.00
.00
.00
REV-1547 EX AFP (D6-D5)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
131,190.00
(9)
ClO)
14,799.00
Cl1)
Cl2)
Cl3)
Cl4)
~1i.734 no
105,456.00
.00
105,456.00
10,935.00
If an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh 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 (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal
TAX CREDITS:
PAYMENT
DATE
09-26-2007
10-12-2007
Tax Due
RECEIPT
NUMBER
CD008744
CD008806
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
INTEREST IS CHARGED THROUGH 02-05-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl5)
Cl6)
.00 X 00
105,456.00 X 045 =
.00 X 12
.00 X 15
Cl9)=
.00
4,746.00
.00
.00
4,746.00
4,512.23
233.77
6.56
240.33
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~E"-V
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
AMOUNT PAID
4,446.00
66.23
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE