HomeMy WebLinkAbout07-05-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
5 S HAONVER ST
CARLISLE
r1 ,.;.~! ~C,~~ ~IHERITANCE TAX
AP~A ~.~~i"~"ANCE OR DISALLOWANCE
0~~~~~~~Tirx~01~'~` (~ID ASSESSMENT OF TAX
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES RUTH IFILE N0.:21 11-0034 ACN: 101 DATE: 06-20-2011
TAX RETURN WAS: C 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 Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvania `., ~ ~~
DEPARTMENT OF REVENUE
r"
REV-1547 IX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 155, 003.00
C9) 14 , 401.00
Clo) 2, 030.00
11. Total Deductions C11) 16,431.00
12. Net Value of Tax Return C12) 138,572.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 138,572.00
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ 1 3$ . ~7 . 00 x 045 = 6,235.74
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 6,235.74
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
03-23-2011 CD014173 311.79 6,500.00
C1) 139, 000.00
C2) .00
c3) .00
C4) .00
C5) 1~, 003.00
c6) .00
C7) .00
F'•'~ ~ ' ~ ~ -- ~' ~ ~ s~ ~ ~ ~, ~ DATE 0 6 - 2 0 - 2 011
ESTATE OF JONES RUTH I
CC.ERK ~F DATE OF DEATH 12 - 24 - 2010
{~~~`~,~f~j~ ~(JLI~'~ FILE NUMBER 21 11-0034
C~~~`~~~~~~,_rr~~(~ ~~ ~~„ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-19-2011
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
TOTAL TAX PAYMENT 6,811.79
BALANCE OF TAX DUE 576.05CR
INTEREST AND PEN. .00
TOTAL DUE 576.05CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED A,S A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.