HomeMy WebLinkAbout01-25-12.,rte-T.....---~- _ --.~-..-_.. ;T----
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RONALD E JOHNSON ESQ
78 W POMFRET ST
~~
NDTICE OF INHERITANCE TAX Pennsylvania
APPRAI~~~~~~~~, DR DISALLOWANCE DEPARTMENT OF REVENUE
OF Dt;!T; ~ f~SESSMENT OF TAX REV-1547 oc AFP (1z-11)
l~{~ ~~~ ZJ ~S~y ~~ TE 01-16-2012
TATE OF JUMPER DORIS J
~~ ~ DATE OF DEATH 11-28-2010
~~5 ~~~~, FILE NUMBER 21 10-1268
4{~~~rnri"~rRv~Y~i~~ ~~J.. ~ACNNTY lO1BERLAND
CARLISLE PA 17013-3216
APPEAL DATE: 03-16-2012
(See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --) RETAIN LOWER PORTION FOR YOUR RECORDS E-- --------------
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JUMPER DORIS JFILE N0.:21 10-1268 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED YALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 199, 100.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule S) (2)
680.22
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 24,201.35
6. Jointly Owned Property [Schedule F) (6) 7 5,15 7.77
7. Transfers (Schedule G) (7) 19,921.68
8. Total Assets (8) 319,061.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpenseslAdm. Costs/Misc. Expenses (Schedule H) (q) 56.709.78
10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) 2,348.66
11. Total Deductions C11) 59, 058.44
12. Net Value of Tax Return C12) 2b0,002.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 260,002.58
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 (16) ?6(1 . (10? . S8 X 045 = 11 , 700.12
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) .00 X 15 - .00
19. Principal Tax Due (19)= 11,700.12
TAX CREDITS:
AMOUNT PAID
P DATE T I NUMBER I INTEREST/PEN PAID C-)
08-22-2011 CD014872 .00 11,700.12 ~
TOTAL TAX PAYMENT 11,700.12
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.