HomeMy WebLinkAbout01-20-11~~ -' :' E ~40TICE OF INHERITANCE TAX pe~1r~Sy~V~n~a ~
BUREAU OF INDIVTDIIAL TAXES APPRA~S~`MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OFf3EVENUE
INHERITANCE TAX DIV1s1DN OF D-EbUCTIONS AND ASSESSMENT OF TAX REV-1.547 Ex: AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
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JON M GRUBER
STE: 300
930 RED ROSE CT
LANCASTER PA 17601
DATE 01-10-2011
ESTATE OF JENKINS DORIS HI
DATE OF DEATH 03-29-2010
FILE NUMBER 21 10-0338
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See rE'i~erse side under Ohj,e~~tions )
Amount Remitted __
MAKE CHECK PAYABLE AND REIN .IT 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 (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE c)R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JENKINS DORIS HFILE N0.:~1 in-n~~R eCN• ln, nrerc. n,_,n_-~~ „
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks ,and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E>penses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts~'Mart:gage Liabilities/Liens (Schedule I)
C1} 142, 000.00
C2} 144,777.68
c3) .00
c4) .00
C5} 95,233.66
c6) .00
(7} .00
N(ITE: To ensure proper
credit to your account,
submit the upper portion
of th~~s form with your
tax payment.
c8) .M 382, 011 .:>4
(9} 52,884.30
clo) 1,256.b1
11. Total Deductions (11) ___ 54, 140.91
12. Net Value of Tax Return C12} _
~ 327,.870.43
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts CSchedul.e J) (13} __
_ 177,,825.95
14. Net Value of Estate Subject to Tax (14) 150,044.48
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t: figures that include the total of ALL returns assessed to d ate.
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 04 5 °
_ .00
17. Amount of Line 14 at Sibling rate (17) _
.0 0 X 12 0 0
18. Amount cif Line 14 taxable at Collateral/Class B rate (18) 150 , 044.48 X 15 =_ 22, 506.67
19. Principal Tax Due C19} 22,506.67
TAX CREDITS: --
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-09-2010 CD012889 1,125.33 22,093.84
TOTAL TAX PAYMENT 23,219.17_
BALANCE OF TAX DUE __ 712.50CR
INTEREST AND PEN. .00
TOTAL DUE 7'12.50CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (~R), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM 1=~~R INSTRUCTIONS.
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