HomeMy WebLinkAbout01-20-11NOTICE OF INHERITANCE TAX
~~~ ~~~ ";APPRAI3~~~1 ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES:".-_~
INHERITANCE TAX DIVISION OF I~~;D;U, T'IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 J
,;' - -,
AARON C JACKSOP("~~SQ '
111 N FRONT ST
PO BOX 889
HBG PA 17108-0889
(1) 205,000.00
(2) 23, 279.26
c3) .00
(4) .00
(5) 43,243.98
(6) 6,573.80
(7) 27,552.00
CUT ALONG THIS-LINE--- _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F'~- _ __
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OIR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ORNER DUAYNE JFILE NO.:~1 ~n-ns~R ~4['N• ln7 nerF• n~_in_-;~nii
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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/Note:s Receivable (Schedule D)
5. Cash/Bank Deiaosits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense=s/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pei~r~sylvania ~
DEPARTMENT OF f~EVENUE '
,_
REV-].547 E~: AFP C12-10)
MOTE: To ensure proper
credit: to your account,
submit: the upper portion
of this form with your
tax payment.
(8) _~ 305, 649.04
(9) 46 , 783. 6
(lo) 9,872.74
11. Total Deductions (11) _
M 56, 656.36
12. Net Value of Tax Return (12) _ _ 248,992.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) __ _ .0 0
14. Net Value of E:>tate Subject to Tax (14) ?48,992.68
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 dl ate.
ASSESSMENT OF TAX:
15. Amount crf Line 14 at Spousal rate (15) .00 X 00 =_ _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ?48.99?.68 X 045 = 11,204.67
17. Amount of Line 14 at Sibling rate (17) _
. 00 X 12 =_ _
_ QiQ
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 = .QIQ
19. Principal Ta:~ Due ( 19)= 11 , 204.67
TAX CREDITS: - -
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-12-2010 CD013207 526.32 10,000.00
10-28-2010 C:D013578 .00 636.88
rHrr-rtnr rluJl tst: MAllt fSY UL-15-2011*.
TOTAL TAX PAYMENT __ 11,163.20 _
BALANCE OF TAX DUE __ 41.47
INTEREST AND PEN. .00
TOTAL DUE 41.47
* 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 F=OR INSTRUCTIONS.
DATE 01-10-2011
ESTATE OF ORNER DUAYNE J
DATE OF DEATH 05-15-2010
FILE NUMBER 21 10-0538
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See reverse side under Objections
Amount Remitted __
MAKE CHECK PAYABLE AND REI+IiT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~' S j'C;` 1