HomeMy WebLinkAbout11-30-09-~~,;~o-u {- HERITANCE TAX p@1111SJ/~Vd111a ~
BUREAU OF INDIVIDUAL TAXES AP~~'~~5~~~`~ ~R~'LOIWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF~~_~~~I~jT~O~~I~/ti~D ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (10-09)
HARRISBURG PA 17128-0601
~~~ ~~~ 34 AM ~{' ~J~J DATE 11-23-2009
ESTATE OF JUMPER ELIZA A
~,~~{~,'r( ~F DATE OF DEATH 03-06-2006
QRPHAP~f'S(~,~~~~ FILE NUMBER 21 07-0514
CU~r~~~;`°~'I.,~~~~i~ (,;(~., ~~ COUNTY CUMBERLAND
HAROLDS IRWIN III ACN 101
IRWIN LAW OFFICE APPEAL DATE: 01-22-2010
64 S P ITT ST (See reverse side under Objections)
CARLISLE PA 17013 Asount Re~aitted -~
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 RECORDS ~ _ _
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REV-1547 EX AFP (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JUMPER ELIZA AFILE N0.:21 07-0514 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 5, 040.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 18,304.8 2
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 00
8. Total Assets (B) 23, 344.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 5,638.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions 5,638
00
12. Net Value of Tax Return (11) .
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts C12)
(Schedule J) 17,706.82
14.
Net Value of Estate Subject to Tax (13) .00
(14) 17,706.8
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 (15) 00 X 00 =
16.
Amount of Line 14 taxable at Lineal/Class A rate
C16) .
1 7
706 .00
17.
Amount of Line 14 at Sibling rate
C17) .
R9 x 045 ' 796 81
18.
Amount of Line 14 taxable at Collateral/Class B ra
te C18) 00 X 12 =
00
15 = .00
19.
Principal Tax Due .
X .00
TAX CREDITS: (19)= 796.81
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-08-2009 CD011328 .00 796.81
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-09-2009 TOTAL TAX PAYMENT 796.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. 140.87
TOTAL DUE 140.87
* 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.