HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
^~~ n- +R r.r:~,r°.i^NOi~iCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,~ ~_~ApNRA~L3EIflETIT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~-" 'DF~•D~Dl~G7I0NS AND ASSESSMENT OF TAX
PO BOX 280601 -~ 4 y i ~
HARRISBURG PA 17128-0601 ~_k REY-1547 EX AFP (01-09)
L~i?7 JUG. _6 ~~ ~~ ~ O~ DATE 06-29-2009
ESTATE OF JONES CLIFFORD L
r+, DATE OF DEATH 05-07-2008
~+~-~~~~ FILE NUMBER 21 09-0133
~~+~ COUNTY CUMBERLAND
ROBERT C SA I D I S E~~~~(„}~(~ ~~},~ ~ ACN 101
SAIDIS ETAL APPEAL DATE: 08-28-2009
26 W H I GH ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG-THIS LIME _ -~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS F- _ ___ ____ _
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JONES CLIFFORD L FILE N0. 21 09-0133 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 ON: 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) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,100.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ce) 5, 100.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,954.93
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 1 ~.9F:4.9~
12, Net Value of lax Return (12) 7,854.93-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (l4) 7,854.93-
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) .0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) . 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) •00 X 1 2 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (lg). .00
Tex rornrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCO NT (+)
INTEREST/PEN PAID C-) gMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)