HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX pennsy van~a ~
AF?~R'q'I~SEI~~BNT~,=`;'A~iI~~~IANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~s,
INHERITANCE TAX DIVISION O1~-.-,UED~,IC;fiIQHS, ;~-ND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 -~ '
HARRISBURG PA 17128-0601 ~ ,~ ~ ~} ~~ ~ ~~ ~ `,.,
~~~~ ~ ~ ~ ~~~ ~~. ~ ~ DATE 05-17-2010
ESTATE OF JUMPER DAVID C
"~ (;~ DATE OF DEATH 11-24-2008
~~-F~;~, ",=~ FILE NUMBER 21 08-1228
QRP~~~;~~y'~ ~a~~J~T COUNTY CUMBERLAND
JAMES J MCCARTHY JR E~" `~'' ~ ~'~;~ " '~`'~ , ~~ ACN 101
MCCARTHY ETAL APPEAL DATE: 07-16-2010
2 0 41 H ERR S T (See reverse side under Objections )
HBG PA 17103-1624 Amount Remitted
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: JUMPER DAVID (FILE N0.:21 08-1228 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
credit to your account,
2. Stocks and Bonds (Schedule B) C2)
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,7 5 9.28
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 7 , 759.28
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.18 2.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,7 41.0 4
11. Total Deductions C11) 14, 923.04
12. Net Value of Tax Return C12) 7, 163.76-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 7,163.76-
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 C15) .00 X 00 •- .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.',,, ~~