HomeMy WebLinkAbout03-05-10NOTICE OF INHERITANCE TAX pennsyLvan~a ~
BUREAU OF INDIVIDUAL TAXES AP.~~,~~M~~- tl~tWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION rjF ~~ DEPARTMENT OF REVENUE
PO Box zso6ol C'1~ QN~~ ~11ND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 {"~ t.x~.~ ~} ~.~~ ~ ": `j- ~- ~ REV-1547 EX AFP C12-09)
~~~~ ~~~ _~ P~ ~; ~~ DATE 02-08-2010
ESTATE OF JONES OLIVER H
~~~~~,~~ DATE OF DEATH 08-28-2008
FILE NUMBER 21 08-0981
QRPI~~~{~~#~S ~~~~~~ COUNTY CUMBERLAND
ROGER B IRWIN ESQ C~~P..~t~~`"~^'! ;;'~,~,~'; ~ ;tom , PA, ACN
IRWIN K MCKNIGHT 101
60 W POMFRET ST APPEAL DATE: 04-09-2010
CARL I SL E (See reverse side under Objections)
PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT-ALONG-THIS-_LINE----_ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ ___
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANC ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX E OR
ESTATE OF: JONES OLIVER HFILE N0.:21 08-0981 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: c X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
c1) 147, 900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) c2) 1 , 357.75 credit to
3. Closely Held Stock/Partnership Interest (Schedule C) Your account,
c3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
c4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E) c5) 17,994.21
6. Jointly Owned Property (Schedule F)
c6) 31, 874.44
7. Transfers cSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H)
10. Debts/Mortgage Liabilities/Liens cSchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
c7) 91, 980.96
cs) _ 291 ,107 36
c9)-- 38.680 0
cio) 3,49 .12
cSchedule J)
NOTE: If an assessment was issued previously, lines 14, 15
reflect figures that include the total of ALL return
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
"""~~' iJ1s000NT C+)
DATE NUMBER INTEREST/PEN PAID c-)
-06-2009 CD011579 ., .,
AMOUNT PAID
,202.
00 = .00
045 = 11,202.08
12 = .00
15 = .00
ci9)= 11, 202.08
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-07-2009 TOTAL TAX PAYMENT
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
cll) 42,172.32
c12) 248, 935.04
c13) . 00
(14) 248, 935 04
and/or 16, 17, 18 and 19 will
s assessed to date.
C15) . 00 X
C16) _ 248 . 9~~ _ p4 X
C17) 0 X
c18) . 00 X
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
11,202.08
.00
107.43
107.43
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 012422
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
"------ fold N U M B E R
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 028470
INITIALS: JN
$107.43
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS