HomeMy WebLinkAbout07-27-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 014771
MCKNIGHT MARCUS A III
60 W POMFRET STREET
CARLISLE, PA 17013
-- foltl
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EX(11-96)
AMOUNT
101 ~ 5901.16
I
ESTATE INFORMATION: sSN: 252-36-4766
FILE NUMBER: 2109-1 132
DECEDENT NAME: JONES WILLIAM E
DATE OF PAYMENT: 07/27/2011
POSTMARK DATE: 07/27/201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 12/03/2009
REMARKS:
SEAL
CHECK# 30642
TOTAL AMOUNT PAID:
INITIALS: DB
RECEIVED BY:
5901 .16
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r~C~!~.fAPPRA~Stii~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' -- 0!F _D ~~ IONS AND ASSESSMENT DF TAX
PO BOX 280601 ,
HARRISBURG PA 17128;0601 '~~~~` ~ ~'`'~~
CLERK OF
ORPHAfv'S ~_ OURT
MARCUS A MCKNIGg~fjP,r',~'Fr''I ;":'J;) ~^^ t~A
60 W POMFRET ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 07-25-2011
ESTATE DF JONES JR WILLIAM W
DATE OF DEATH 12-03-2009
FILE NUMBER 21 09-1132
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-23-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR
TIDN
FOR YOUR RECORDS ~--~
_
_
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPR
AISEMENT, ALLOWANCE _ ____ ____
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES JR WILLIAM WFILE N0.:21 09-1132 ACN: 101 DATE: 07-25-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1] 124, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 371,7 38.56
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 495.738.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 68.769.08
10. Debts/Mortgage Liabilities/Liens (Schedule I] C10) 4.751.15
11. Total Deductions C11) 73,520.23
12. Net Value of Tax Return (12) 422,218.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 51.643.67
14. Net Value of Estate Subject to Tax C14) 370,574.66
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 370,574.66 X 15 - 55,586.20
19. Principal Tax Due (19)= 55,586.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-05-2010 WRITEOFF .00 195.b6
03-22-2011 (0014170 .00 55,586.20
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-23-2011 TOTAL TAX PAYMENT 55,586.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. 901.16
TOTAL DUE 901.16
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.