HomeMy WebLinkAbout09-14-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO HOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
rrP, ~ISEMEN,T~ ALLOWANCE OR DISALLOWANCE
~1:~,,b(~°dUC~rt~~' AND ASSESSMENT OF TAX
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}CLERK ~F
GEORGE F DOUGLAS I ~~N `~ CQ~JRT
354 ALEXANDER SPRI~t~ ~' ~ ~` ~~''~ ~ `=' PA
CARLISLE PA 17013
~1) 124,440.00
c2) .00
c3) .00
c4) .00
c5) 26,681.54
c6) 1 , 674.83
~7) 151 , 555.35
CUT ALON_6 THIS LINE _---- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS !- _ _______________
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JUMPER CURTIS AFILE N0.:91 to-tn4t erN: inI nerF, no_n~_~n „
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ca) 304.351.72
(9) 19.430.3?
clo) 124,427.26
11. Total Deductions C11) 143,857.58
12. Net Value of Tax Return C12) 160,494.14
13. Charitabl e/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 160,494.14
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 160.494.14 X 045 = 7,222.24
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 7,222.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
03-28-2011 CD014210 .00 72,48
06-13-2011 CD014562 .00 7,149.76
TOTAL TAX PAYMENT 7,222.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
DATE 09-05-2011
ESTATE OF JUMPER CURTIS A
DATE OF DEATH 09-22-2010
FILE NUMBER 21 10-1041
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-04-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013