HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. __. ,. ._;.,,. NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~-'
INHERITANCE TAX DIVISION - - - - ~"gPFfICA~,SEMENT, ALLOWANCE OR DISALLOWANCE
--;,•--- ,tOF,DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ ~ ._
HARRISBURG PA 17128-0601
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DORIS J JUMPER ~O`; r J, ~ Dh~
1528 TERRACE AV
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JUMPER CARL E FILE N0. 21 08-0886 ACN 101 DATE 03-30-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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 Stoek/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
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 8 , 671 .24
c6) .00
cn 4,838.25
~$) 13,509.49
10,098.05
C9)
clo) .00
(11) 1 0 .098 _ 0~
clz) 3,411.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •DO
14. Net Value of Estate Subject to Tax
c14) 3,411.44
NOTE: 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 X15) 3,411.44 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19)= .00
TAY 1"DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1547 EX AFP CO1-09)
DATE 03-30-2009
ESTATE OF JUMPER CARL E
DATE OF DEATH 06-19-2008
FILE NUMBER 21 08-0886
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-29-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: