HomeMy WebLinkAbout03-12-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES AP,~~.~~~5 p~~i ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION "'D'F`-.#3~D~iJC~'I~ ~ ~ID ASSESSMENT OF TAX REV-1547 IX AFP Q2-09)
PO BOX 280601 ` ~ ~ ~- '4! ~ (~
HARRISBURG PA 17128-0601 ~~.~~ L'''--+ ~ 4`+ ~°~ -'f
DATE 03-08-2010
ZOIO PEAR L Z t'P~ ~' O$ ESTATE OF JONES GERTRUDE
DATE OF DEATH 01-18-2009
~`~ER~( (~~ FILE NUMBER 21 09-0243
QRPHAN~S GOUT COUNTY CUMBERLAND
BRADLEY L GRIFFIE CtJ~E~ERI~~N~ GG_ PA ACN 101
GRIFFIE & ASSOCIATES APPEAL DATE: 05-07-2010
200 N HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 ABtount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES GERTRUDE FILE N0.:21 09-0243 ACN: 101 DATE: 03-08-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stooks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 92,965.44
6. Jointly Owned Property (Schedule F) (6) 1,186.40
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 94.151.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 4.78 9.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.965.64
11. Total Deductions (11) 7,755.18
12. Net Value of Tax Return (ly) 86,396.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 86,396.66
NOTE: If an assessAent 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 )( 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 86.396.66 x 045 = 3,887.85
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 3,887.85
TAX CREDITS:
PAYMENT I RECEIPT I DISCOUNT C+) I AMOUNT PAID I
DATE NUMBER INTEREST/PEN PAID (-)
no-no-~nn4 rnn)I~~; nn z co-~ oc -1
TOTAL TAX PAYMENT 3,887.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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. O~