HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX Pennsylvania i
~ ~ ~ APPRA"ILS NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAX~S_~_ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ; OF;'b UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 ~~_ _ ~'~~ I '-
HARRISBURG PA 17128-0601 - - ""'
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CHARLES E SH~~,~ ~~~.."' ~'~ F;a
6 CLOUSER ROAD
MECHANICSBURG PA 17055-9735
DATE 08-22-2011
ESTATE OF JACOBS JAMES R
DATE OF DEATH 02-06-2010
FILE NUMBER 21 10-0175
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(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 ~- _ __
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JACOBS JAMES RFILE N0.:21 10-0175 ACN: 101 DATE. nR-~~_~nii
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) (:HANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
. NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) ,QO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portior
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10,774.99
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) .0 0
8. Total Assets
APPROV
ED (8) 10 774.99
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 10, 79.49
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 33,666.27
11. Total Deductions X11) 44,245.76
12• Net Value of Tax Return I12) 33,470.77-
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax (14) 33,470.77-
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _no 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 rate (18) .0 0 X 15 - .00
19. Principal Tax Due (19)=
TAX CREDIT .00
S:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TI1X PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTEI) AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SI])E OF THIS FORM FOR INSTRUCTIONS.