HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,f_~t ~~- ~~ t',~ t`~r't~N~ICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~ ~'`.~ >'~`?~' =A'PPf~~145'EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ^t~~~ _t: ~ OF~~~~D~ICTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - j ~~ '~ ~ ' ~- "'
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HARRISBURG PA 17128-0601
REV-1547 EX AFP CO1-09)
~~~~ ~~~ ~~ ~~ ~; 20 DATE 07-20-2009
ESTATE OF HENRY JACK E
DATE OF DEATH 11-29-2007
~~-~-~~` ~~ FILE NUMBER 21 08-0085
s ~,,, ,_~,,, , ~ ,...,, „r,, ~ COUNTY CUMBERLAND
EDMUND G MYERS C'~~ ~'. ~ ~ ~~•- ~ ' ~• ACN 101
JOHNSON ETAL APPEAL DATE: 09-18-2009
P O BOX 10 9 (See reverse side under Objections ~
LEMOYNE PA 17043-0109 Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~- RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ -
REV-1547 EX AFP CO1-09~ NOTICE-OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENRY JACK E FILE N0. 21 08-0085 ACN 101 _______________
OR
DATE 07-20-2009
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) .0 0 NOTE: To insure proper
C2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3 0,8 12 .9 8
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
(e) 30,812.98
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,039 .68
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 57 .3 6
11. Total Deductions C11) 1 0 . 97 _ 04
12. Net Value of Tax Return C12) 20,515.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Sub3ect to Tax C14) 20 , 515.94
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.
ASSESS MENT OF TAX:
6,838.64
00
.00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Lfne 14 taxable at Lineal/Class A rate C16) 13, 677.30 X 045 . 615.48
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 .0 0
19.
ww Principal Tax Due
~w~~i. (19 )= 615.48
DATE R CE P
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-04-2009 CD010972 19.97- 637.39
TOTAL TAX CREDIT 617.42
BALANCE OF TAX DUE 1.94CR
INTEREST AND PEN. .00
TOTAL DUE 1.94CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUF.~OJQ
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ?~'~