HomeMy WebLinkAbout07-13-12.~ ~... _..____~-,T._ ____~ _ ____
NOTICE OF INHERITANCE TAX Pennsylvania ~~ '~~
BUREAU OF INDIVIDUAL TAXES APP , ~~'?SI)~tdCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 0 ~ ASSESSMENT OF TAX
PO BOX 260601 ~ ~ REV-1547 EX AFP (12-1ll
I U .: ~ i ~~a y'ti!.. '1
HARRISBURG PA 17128-0601
20f2 JUI. 13 P!~ ('~~ ~~DATE o7-09-2012
ESTATE OF JONES DOROTHY M
L _ DATE OF DEATH 12-15-2010
GLCi{~i~-''~ FILE NUMBER 21 11-0495
~~~~~'~~~~~i~i~iiT COUNTY CUMBERLAND
LARRY D JONES ~UI~II~ER1~'u"dt; (;~,~ ~A ACN 101
508 E COOVER ST APPEAL DATE: 09-07-2012
MECHANICSBURG PA 17055-4227 (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 ~
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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 DOROTHY MFILE N0.:21 11-0495 ACN: 101 DATE: 07-o9-~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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)
(1) .00 NOTE: To ensure proper
(2) .0 0 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 3, 798 .43
c6) .00
Cn .00
C8) 3.798.43
C9) 9.54 .00
Clo) .00
11. Total Deductions C11) 9,542.00
12. Net Value of Tax Return C12) 5,743.57-
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax t14) 5,743.57-
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) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) .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 C19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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 CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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