HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.N,OhI~~,.~OF „INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP1~~Sk"~H~IT, ~1}~ZOWAiJCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '0~ DB~IGT,iONS~pND ASSESSMENT OF TAX
PO BOX 280601 ~~ ' t ~r< i `-
HARRISBURG PA 17128-0601 • REV-1547 EX AFP (01-09)
L~~~ !F'~ _~ ~y~'i~ ~~ATE 06-29-2009
U atl Ii r STATE OF JENKS DANIEL W
DATE OF DEATH 11-14-2008
C~~S~(r~rv~ FILE NUMBER 21 08-1140
~~~fS COtJR~' COUNTY CUMBERLAND
RICHARD A JENKS SR ~~~}~~'~ CQ ~ ACN 101
833 YORK DR APPEAL DATE: 08-28-2009
CARL I SL E PA 17 015 (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 _ --~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS E- _ ____________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JENKS DANIEL W FILE N0. 21 08-1140 ACN 101 DATE 06-29-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,5 34.OD
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets ($) 17,534.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,786.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.167.00
11. Total Deductions (11) 14.9~~.00
12. Net Value of Tax Return (12) 2,581.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13] .00
14. Net Value of Estate Subject to Tax C14) 2,581.00
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
Tex r~rnrTC.
(16) 2,581 .00 X 045 = 116.00
(17) .00 X 12 = .00
(iB) .00 X 15 _ .00
(19)= 116.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-11-2009 CD010884 5.80 116.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 121.80
BALANCE OF TAX DUE 5.80CR
INTEREST AND PEN. .00
TOTAL DUE 5.80CR
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR], YOU MAY BE D~E ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~li~)