HomeMy WebLinkAbout01-08-10j t~,,0,11CE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ I~ rTpP~~~'~~~~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION ~` ; 0!F,",I~C~UCTIDNS ANO ASSESSMENT OF TAX REV-1547 EX AFP Q2-09)
PO BOX 280601 .4 ';fit .~;,, ~ Fv$: ; '..r, .. ~ ..
HARRISBURG PA 17128-0601
Z~~Q ~~~ -~ ~~ ~~ 15 DATE 12-28-2009
ESTATE OF JONES ANDREW C
C~~~~r~ (}~Y DATE OF DEATH 06-21-2008
4R~~~~,~ v~lfr~~ FILE NUMBER 2:L 08-0993
BARBARA B TOW` G~ .~ ;~. PA~ COUNTY CUMBERLAND
ACN 101
TOWNSEND LAW OFC APPEAL DATE: 0'2-26-2010
3 2 W Q U E E N S T (See reverse side under Objections )
CHAMBERSBURG PA 17201 Apount Renittedl
MAKE CHECK PAYABLE AND'. REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701'3
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS
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EV-15 ---
47 EX AFP C12-091 NOTICE OF INHERITANCE ------------------------ ---------
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA1'C
ESTATE OF: JONES ANDREW (FILE N0 .:21 08-0993 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Om credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •Od submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
C4) •0~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 32,04 6.39
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) 88, 970.94
8. Total Assets 08) 121, 017.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 12.399.6
10. Debts/Mortgage Liabilities/Liens (Schedule I) [10) 115.359.9$
11. Total Deductions C11) 127,759.60
12• Net Value of Tax Return X12) 6,742.27-
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 6,742.27-
NOTE: If an assesssent was issued previously,
reflec t figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed 'to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X
(16) .OD X
C17) . DO X
na) .00 X
00 = .00
045 = .ao
12 = .00
15 = .00
I19)= . 00
~ce~tir~ DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENI~ .00
BALANCE OF TAX DUB .00
INTEREST AND PEN: .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED A5 A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS PORM FOR INSTRUCTIONS