HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES tir"i ~ti;~ ti
INHERITANCE TAX DIVISION !._~ _ ;_.~' '~?• ~P -A~iSEMENT, ALLOWANCE OR DISALLOWANCE
I
PO BDX 280601 -- --- -QF, DF~~UCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ 1~_ AI+~ ~ 4.~ I I`~ ~.~--
REV-1547 EX AFP (06-05)
~~~~ ~~~ _7 P~ ~~~ ~~ DATE 11-03-2008
ESTATE OF JONES RALPH J
DATE OF DEATH 06-02-2008
C~~~K(~r FILE NUMBER 21 08-0803
Q~~~~4~~ ~~i ~~T COUNTY CUMBERLAND
KEITH J JONES G~~~,t.-,~-Cr J~,J`jC;; ~~~ ~ ACN 101
124 HILL LN APPEAL DATE: 01-02-2009
MECHANICSBURG PA 17050 (See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE,. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JONES RALPH J FILE N0. 21 08-0803 ACN 101 DATE 11-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NDTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 4. 700.0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 7, 258.67
6. Jointly Owned Property (Schedule F) C6) 56, 933.00
7. Transfers (Schedule G) c7) 229,630.90
s. Total Assets cs) _ 318,522.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) .DO
12. Net Value of Tax Return (12)
318,522.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14)
318,522.57
NOTE: If an assessment was issued previously, l ines 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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 318,522.57 X 045 = 14,333.52
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due cl9)= 14,333.52
TAX CRFTITTS e
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-31-2008 CD010085 716.68 13,616.84
TOTAL TAX CREDIT 14,333.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
.FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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