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Home My WebLink About07-29-11BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17126-0601 :{~( ` ';i-: ~ ~ r~;,T~,DTITCE OF INHERITANCE TAX - id~,~gAt,$., T, ALLOWANCE OR DISALLOWANCE r'~ ` - ~ 0~ DPDU TIONS AND ASSESSMENT OF TAX 4. ; °; CLERK CF r ORPHA~'`S C0~!RT CUP~~;cf''LH,'4D ~;~~„ ~A, MARCUS A MCKNIGHT III 60 W POMFRET ST CARLISLE PA 17013 Pennsylvania ~ s DEPARTMENT OF REVENUE ~; RE'V-1547 EX AFP C12-10) DATE 07-25-2011 ESTATE OF JONES JR WILLIAM W DATE OF DEATH 12-03-2009 FILE NUMBER 21 09-1132 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-;?3-2011 (See reverse side under Objections) Amount Remitted~_~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~- ------------ ---------------------------------------------------------------- REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, 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 $EE ATTACHED NOTICE APPRAI SED 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) C2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) 00 of this form with your . tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 371,7 38.56 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) ~7) .00 8. Total Assets (8) 495,738.56 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) lq) 68.769.08 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.751.15 11. Total Deductions X11) 73,520.23 12. Net Value of Tax Return I12) 422, 218.33 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ 51,643.67 14. Net Value of Estate Subject to Tax (14) 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 C16) .00 x 045 .00 17. Amount of Line 14 at Sibling rate (17) .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 c19)= 55,586.20 TAX CREDITS: ParMENT RECEIPT DISCDUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-05-2010 WRITEOFF .00 195.66 i 03-22-2011 CD014170 .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 TDTAL 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. REV-1470 EX (01-10) ~ pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISB R PA 17128-0601 DECEDENT'S NAME William E Jones REVIEWED BY Brett Walker • ~ INHERITANCE TAX EXPLANATION OF CHANGES NUM 2109-1132 V 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES E 3,4 Interest is abated in the amount of $195.66 from the delinquent date 09/03/2010 to 10/05/2010, the date of receipt of the proceeds of litigation. ROW Page 1 rrr•,^.--, ~r; .NO-T-I,~f INHERITANCE TAX "~A~P'~Rk~S-EMENEF'~ 'LLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES ~•;~~ -- INHERITANCE TAX DIVISION ~~~~-•Q,f±:~~fD11C~,1?7~~5 AND ASSESSMENT OF TAX PO BOX 260601 HARRISBURG PA 17128-0601 CLARK CF ORP~,4N'S CO~JRT STEPHEN J HOGG ESQ Cl'r~~~~~~ ~~~? ~ PA SUITE 101 19 S HANOVER ST CARLISLE PA 17013 Pennsylvania DEPARTMENT OF REVENUE REV-1547 EX AFP (12-10) DATE 07-25-2011 ESTATE OF DOLATOSKI ALEXANDER P DATE OF DEATH 02-06-2003 FILE NUMBER 21 04-0309 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-2'3-2011 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REIMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ---- ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~- REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: DOLATOSKI ALEXANDER PFILE N0.:21 04-0309 ACN: 101 OR DATE: 07-25-2011 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 03 1. Real Estate (Schedule A) (1) 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) 7,58 3.36 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 7 , 583.36 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 0.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions C11) 30.00 12. Net Value of Tax Return (12) 7,553.36 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 459,769.32 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 C16) 477.747.1? X 045 = 21,246.60 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00 19. Principal Tax Due (19)= 21,246.60 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) *** SUMMARY 0 ALL 08 PAYMENTS **~ 05-13-2011 4,484.44- 25,731.04 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-14-2011 TOTAL TAX PAYMENT 21,246.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. 101.17 TOTAL DUE 101.17 * 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 FORK FOR INSTRUCTIONS. (~~ ~J