HomeMy WebLinkAbout04-01-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
SCOTT CHARLES P III
1436 ZIMMERMAND RD
CARLISLE, PA 17015
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 560-70-3998
FILE NUMBER: 21 10-0477
DECEDENT NAME: JENKINS ADALINE E
DATE OF PAYMENT: 04/01 /201 1
POSTMARK DATE: 04/01 /201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 05/01 /2010
REV-1162 EX111-96)
NO. CD 014231
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 5435.00
TOTAL AMOUNT PAID:
REMARKS:
5435.00
CHECK# 122
INITIALS: DB
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
I~' _:; '~ PFOT~C~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~''"r_~~bISEMEN7~,, LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~"=`0'F I3EDUC7~Y•aN'S AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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TAYLOR P ANDREWS ESQ
78 W POMFRET ST
CARLISLE PA 17013
Pennsylvania ~ ~`~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 03-28-2011
ESTATE OF JENKINS ADALINE E
DATE OF DEATH 05-01-2010
FILE NUMBER 21 10-0477
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-27••2011
(See reverse side under Objecdions)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- -~ --RETA_IN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ - ------------------
REV-1547 EX AFP 012-10) NOTICE OF INHERIT~,NCE TAX APPRAISEMENT, ALLOWANCE GR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JENKINS ADALINE EFILE N0.:21 10-0477 ACN: 101 DATE: 03-28-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 64,860.62 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) C5) 5,9 61.12
6. Jointly Owned Property (Schedule F) C6) 1 , 659 .56
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 72,481.29
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4,614.2 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) 010) 4,38 9.5 7
11. Total Deductions 011) _ 9, 003.82
12. Net Value of Tax Return 012) _ 63, 477.47
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) 013) _ .0 0
14. Net Value of Estate Subject to Tax 014) _ 63,477.47
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 015) .00 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate 016) 48.023.20 x 045 = 2, 161.04
17, Amount of Line 14 at Sibling rate 017) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate 018) 15,454.48 X _
15 2,318.17
19. Principal Tax Due _
019)_ 4,479.21
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-23-2010 CD013087 142.11 2,700.00
01-28-2011 CD013961 .00 1,204.58
INTEREST IS CHARGED THROUGH 04-12-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT _ 4,046.69
BALANCE OF TAX DUE 432.52
INTEREST AND PEN. 2.48
TOTAL DUE 435.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT''' I:CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FOR1~1 FOR INSTRUCTIONS.