HomeMy WebLinkAbout06-22-12 NOTICE OF INHERITANCE TAX Pennsylvania ~ ~~~~'~`
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'~ LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION ,
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' AND ASSESSMENT OF TAX REY-1547 EX AFP (12-11)
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' ESTATE OF JUMPER
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VICTOR L
DATE OF DEATH 11-07-2011
`j~_> ~~';, _.. FILE NUMBER 21 11-1223
G~~~i~5 vfl~C1~ COUNTY CUMBERLAND
JAMES M ROBINSON PA
~~~~~ C'O ACN 101
129 S PITT ST " APPEAL DATE: 08-17-2012
CARLISLE PA 17013-3425 (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 ---
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---------------- PORTION FOR YOUR RECORDS ~
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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 SR VICTOR LFILE N0.:21 11-1223 ACN: 101 DATE: 06-18-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (:Schedule A) (1) 59,900.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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) $ 0,4 26.40
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (s) 140,326.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .~i64.7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)__ 4,445.6 5
11. Total Deductions
(11)
20,010.37
12. Net Value of Tax Return (12) 120,316.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 120,316.03
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7 70.31 6.03 x 045 = 5, 414.22
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)= 5,414.22
TAX CREDITS:
nc~.cari UlSGUUNI (+) I --~
DATE NUMBER INTEREST/PEN PAID C-) AMDUNT PAID
02 03 2012 CD015547 270.71 5,143.51
TOTAL TAX PAYMENT 5,414.22
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.