HomeMy WebLinkAbout12-27-10NOTICE OF INHERITANCE TAX pennsylvan~a ~~}~~
BUREAU OF INDIVIDUAL TAXES ~~~j~~ ~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ` ~t a~""'O~t} I ONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PO BOX 280b01 ~~~~~~ ~•~.~ ~ ~ ~~{~~ ~ C
HARRISBURG PA 17128-0601 ~ ` 4 `~.?~ ° -,4.1
DATE 12-2D-2010
-4~ ~ ~~C ~ ? Phi l ~ ~ 4
ESTATE OF JONES DELORES E
DATE OF DEATH Ob-10-2009
,~~ Q~` FILE NUMBER 21 09-0623
~~`~ ~~~~T COUNTY CUMBERLAND
MARCUS A MCKNI~~~~,~,~,e~~ ~;~„ PA ACN 101
b0 W POMGRET`ST APPEAL DATE: 02-18-2011
C A R L I S L E P A 17 013 (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 ~--! RETAIN LOWER PORTION FOR YOUR RECORDS E---
--------------------------------------------------------------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES DELORES EFILE N0.:21 09-0623 ACN: 101
-----------------
OR
DATE: 12-20-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) tl) 71,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
L3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) C6) 166,844.42
7. Transfers (Schedule G) t7) 83, 375.59
8. Total Assets c8) 321 , 220 . O1
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) C9) 16.4 24.5 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,b 5 5.2 7
11 . Total Deductions C11) 19, 079 .81
12. Net Value of Tax Return (12) 302, 140 .20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) 10,36 4.0 4
14. Net Value of Estate Subject to Tax (14) 291 , 776.16
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) 250,220.01 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _~ 0 x 0 4 5 = .D 0
17. Amount of Line 14 at Sibling rate C17) _~ 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 41 , 556.15 X 15 = 6, 233.42
19. Principal Tax Due C19 )= 6,233.42
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-11-2010 CD013477 .00 6,233.42
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-12-2010
TOTAL TAX PAYMENT b,233.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. 147.42
TOTAL DUE 147.42
* 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.