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T~,F n ~NUT~C€ -'Q'Fr~~NHERITANCE TAX pennsylvania ~
A~P,~-~~~~~t~IfNT, kL OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ 'll
INHERITANCE TAX DIVISION ~~L+T,L~Difa.rlo~rs'AND ASSESSMENT OF TAX REY-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
. : ! ,~ a s ~ , j 7 r. _ . Y
`~"g ~'~ `-~- ~ ~ ~ ~ DATE 05-14-2012
ESTATE OF JONES DAVID B
DATE OF DEATH 02-04-2010
Cr~ ~t:`, ,;;~;'~ FILE NUMBER 21 11-0665
CIJi`f~~.F~i_fyi'tiQ ,0., rr~ COUNTY CUMBERLAND
JASON D JONES ACN 101
123 E MAIN ST APPEAL DATE: 07-13-2012
SH I REMANSTOWN PA 17011 - 6312 (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 F~
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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: JONES DAVID BFILE N0.:21 11-0665 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .~ 0 credit to your account,
•00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 22,333.53
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 22, 333.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7,7 22.3b
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 7,722.36
12. Net Value of Tax Return (12) 14,611.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 14,611.17
NOTE: If an assessment was issuedpreviously, 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) 14.611 .l7 X 045 = 657.50
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .OU
18. Amount of Line 14 taxable at Collateral/Class B rate C18) DO X 15 - .00
19. Principal Tax Due (19)= 657.50
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-09-2011 CD015190 .00 657.50
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-10-2011 TOTAL TAX PAYMENT 657.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. 21.00
TOTAL DUE 21.00
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 FORM FOR INSTRUCTIONS.
(JB