HomeMy WebLinkAbout09-03-10- ~ ~ - - NOTICE OF INHERITANCE TAX p~nnsylvania ~ `, ~
BUREAU OF INDIVIDUAL TAXES ~~ APPR''AISENfENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIV1S1oN , OF: I?EbUCTIONS AND ASSESSMENT OF TAX '
RE:V-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
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NATHAN C WOLF ~ ~~ -
10 WEST HIGH ST
CARLISLE PA 17013-2922
DATE 08-30-2010
ESTATE OF JONES JUDITH A
DATE OF DEATH 01-09-2009
FILE NUMBER 21 09-0378
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS-LINE ---_ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES JUDITH AFILE N0.:21 09-0378 ACN: 101 _______________
OR
DATE: 08-30-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 100, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3J .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) (5) 4,7 4 7.8 6
6. Jointly Owned Property (Schedule F) (6) 1 , 233.04
7. Transfers (Schedule G) C7) 14,896.83
8. Total Assets (8)
. 120 , 877.73
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 5.5 0 7.5 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 192,217.86
11. Total Deductions C11) _ 217,725.44
12. Net Value of Tax Return C12) 96,847.71-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 96,847.71-
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due [19)'= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
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.
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