HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Ai~~R_A'ISE.MFN-~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ aF D~DIfiCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' _ _,
HARRISBURG PA 17128-0601
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RONALD E JOHNS- ~'~~Q~~". '' '~` ~``'~
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78 W POMFRET ST
CARLISLE PA 17013
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REV-15~i7 EX AFP C12-09)
DATE 11-15-2010
ESTATE OF JONES MARY E
DATE OF DEATH 05-13-2010
FILE NUMBER 21 10-0523
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
(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 --i RETAIN LOWER PORTION FOR YOUR RECORDS +E-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES MARY EFILE N0.:21 10-0523 ACN: 101
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OR
DATE: 11-15-2010
TAX RETURN VJAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 139, 900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 97,738.61 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 O tax: payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 41,12 5.4 3
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) ~7) 95,574.14
8. Total Assets c8) 374 , 338.18
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 51.7 81.5 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,0 78.5 5
11. Total Deductions C11) b0,860.10
12. Net Value of Tax Return C12) 313,478.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 313,478.08
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 31 3.3?8 _ Ofi x 045 = 14, 099.76
17. Amount of Line 14 at Sibling rate t17) 150.00 X 12 18.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
14. Principal Tax Due (19)= 14, 117.76
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-03-2010 CD013156 552.63 10,500.00
09-15-2010 CD013359 .00 3,065.13
TOTAL TAX PAYMENT 14,117.7b
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), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.