HomeMy WebLinkAbout01-08-10_.-,,~ N~.7~E,,.AF.,,~t~yERITANCE TAX Pennsylvania ~
APPR'AI~SEMi~~I ,~_~hKL4L~MlICNCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF. DE~i~C~~I;ONS~~~aN~D ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 -
HARRISBURG PA 17128-0601
~~'~ ~~~ '$ p~ ~ ~ ~ 7DATE 12-28-20!09
ESTATE OF JOHNSON JOHN A
C~E~'~{ ~r DATE OF DEATH 10-09-2008
ORPH~,l~!'S :;~'.~Rj FILE NUMBER 21 08-1024
DAVID H STONE ESQ C`j~~n- ~'-''''d~' ~ ~. PA COUNTY CUMBERLAND
` ACN 101
STONE ETAL APPEAL DATE: 02-26-2010
414 BRIDGE S T (See reverse side under'Objections )
NEW CUMBERLAND PA 17070 ABaount Re~itted~
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 RECOR_DS_ !-~*____________________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAN
CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAB
ESTATE OF: JOHNSON JOHN AFILE N0.:21 08-1024 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/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)
(1) •OQ NOTE: To ensure proper
(2) 60,210.OQ credit to your account,
C3) .Oa submit the upper portion
of this form with your
C4) • OQ tax payment.
(5) 25,469.46
(e) .00
(7) .00
(e) 85,679.46
(g) 19.841.81
(lo) 15.576.7
11. total Deductions (11) 35,418.58
12. Net Value of Tax Return C1Z) 50,260.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (1S) 16,1 28.26
14. Net Value of Estate Subject to Tax (14) 34,132.62
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiBUres that include the total of ALL returns assessed 'to date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .DO
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 045 = .00
17. Amount of Lfne 14 at Sibling rate C17) 9.4~8.OF: x 12 = 292.57
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) _ 31,694.57 X 1.5 - 4,754.19
19. Principal Tax Due (19)= 5, 046.76
TAX CREDITS:
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-07-2009 CD010734 252.34 6,500.00
TOTAL TAX PAYMENT 6,752.34
BALANCE OF TAX DUE 1,705.58CR
INTEREST AND PEN. .00
TOTAL DUE 1,705.58CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~,,,~Q