HomeMy WebLinkAbout05-11-12r,~r +•„~ ~ ~, ;' ,"'•` 'F~Q7ICE OF INHERITANCE TAX
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~1~P1`~41 ~S`MENT, ALLOWANCE OR DISALLDWANCE Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~t_~. ~ D~'~""' ~UCTIDNS AND ASSESSMENT DF TAX REY-1547 EX AFP (12-1ll
PO BOX 280601
HARRISBURG PA 17128-0601
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GUM~'~htw"~~~ CO., PA
DANIEL P JOHNSON
ONE GATEWAY CTR 16TH FL
420 FORT DUQUESNE BLV
PITTSBURGH PA 15222-1435
DATE 05-07-2012
ESTATE OF JONES ROBERT J
DATE OF DEATH 01-29-2011
FILE NUMBER 21 11-0526
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See re~'erse side under Objections)
Amount Remitted C
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 C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES ROBERT JFILE N0.:21 11-0526 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure groper
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) 122,835.82
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 3,639,706.00
8. Total Assets (8) 3,762,541.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 97.47 3.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 37,326.59
11. Total Deductions (11) 134,800.09
12. Net Value of Tax Return (12) 3,627,741.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 3,627,741.73
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) 2,588,790.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7 .034,9F1 .73 x 045 = 46,572.83
17. Amount of Line 14 at Sibling rate (17) 4.000.00 X 12 = 480.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 47,052.83
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-29-2011 CD014383 1,952.05 37,089.00
10-27-2011 CD015134 .00 8,011.78
TOTAL TAX PAYMENT 47,052.83
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" (CR), YOU MAY BE DUE
FOR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF PHIS FORM FOR INSTRUCTIONS
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