HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~'! ~ }'~rl !~! r~'+''" ~IQ,TICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION _ ,dkPfP~?~113~MENT, ALLOWANCE OR DISALLOWANCE
- t QF DFrDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i".` ~~~~
HARRISBURG PA 17128-0601 ~` '~'`" "'°
1009 APR # 3 A~ #0~ 5b
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ROGER B IRWIN (~'(~^,,,~~~?~7~ ,",n,tr7 r~~~., ~/~
60 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 04-06-2009
ESTATE OF JUMPER DOROTHY A
DATE OF DEATH 10-04-2007
FILE NUMBER 21 07-0972
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-05-2009
(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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JUMPER DOROTHY A FILE N0. 21 07-0972 ACN 101 DATE 04-06-2009
TAX RETURN WAS: (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) 100,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 23.721.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
123,721.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
27,517.29
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 102.441.17
11. Total Deductions C11) 129.958.46
12. Net Value of Tax Return C12) 6,236.55-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 6,236.55-
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 C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) . 00 X 045 = .00
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 _ .0 0
19. Principal Tax Due Cly) = .0 0
TAX CREDITS:
PAYMENT RECEIPT ISCOUNT (+)
DATE NUMBER 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 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMEN 8
T 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.)