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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,r"(\f"-'r', 0,CC/',r I"': NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL rA"E.~}i~! h~\) VI , ,\.,[ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .' i'[k (< 1 <: OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 , ,,'..;, ""...
HARRISBURG PA 1712B-0601
REV-1547 EX AFP (06-05)
DATE 04-28-2008
ESTATE OF JONES VELMA A
DATE OF DEATH 02-19-2007
FILE NUMBER 21 07-0197
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
f~!_~~~~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_y~~~-~~~~~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JONES VELMA A FILE NO. 21 07-0197 ACN 101 DATE 04-28-2008
2008 MAY - 2 PM 12: 30
CLERK OF
ORPH,AN'S coum
RICHARD C ~~~A.l\lD CO" PA
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
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)
S.
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
( ) CHANGED
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
38,320.04
.00
.00
(S)
38,320.04
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
CIO)
10,520.29
1.505.63
CIl)
CI2)
CI3)
CI4)
1?D?Ii.92
26,294.12
.00
26,294.12
13.
14.
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
TOTAL TAX CREDIT 1,183.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. 22.47
TOTAL DUE 22.47
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
NOTE:
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
02-20-2008
RECEIPT
NUMBER
CD009319
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-21-2008
*
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
CIS) .00 X
CI6) 26,294.12 X
CI7) .00 X
CIS) .00 X
.00
1,183.24
.00
.00
1,183.24
00 =
045 =
12 =
15 =
CI9)=
AMOUNT PAID
1,183.24