HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX ~ pennSy~Vanla
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
REC~~~~~- 4~F~CE OF DATE 02-04-2013
REGISTER OF ~r~ILLS ESTATE OF JONES HARRY D
DATE OF DEATH 02-24-2012
L~i3 (~$ ~ fJ(11 1 L~O
11 !! 1 FILE NUMBER 21 12-0321
COUNTY CUMBERLAND
DAVID C WERTIME~ ~~QK ~~ ACN 101
STE A KK APPEAL DATE: 04-0 5-2013
35 N CARLISI~~i'IANS~ C~~RT (See reverse side under Objections)
GREENCASTL~MBER~~N~D~:,1P~1 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_ TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE _
TAX APPRAISEMENT, ALLOWANCE ________
OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: JONES HARRY DFILE N0.:21 12-D321 ACN: 101 DATE: 02-04-2013
TAX RETURN WAS: (X] ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .D 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule .00
C) (3) submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 7,5 9 5.08
6. Jointly Owned Property (Schedule F) (6) 2, 184.63
7. Transfers (Schedule G) (7) 6,238.00
8. Total Assets (8) 56 , 017.71
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (q) 8.24 4.0 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (lp] 751.8 8
11. Total Deductions (11) 8,995.97
12. Net Value of Tax Return (12] 47, 021.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (18] .0 0
14. Net Value of Estate Subject to Tax
c14]
47, 021 .74
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .0 0 X 0 0 - .00
16. Amount of Line 14 taxable at lineal rate (16) G7 • 071 - 7~, X 045 = 2, 115.98
17. Amount of Line 14 at sibling rate C17) _D D X 12 = ,0 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .0 0
19. Principal Tax Due (19)= 2, 115.98
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-]
AMOUNT PAID
05-22-2012 CD016011 4.92 93.39
11-21-2012 CD016814 .00 2,017.67
TOTAL TAX PAYMENT 2,115.98
BALANCE OF TAX DUE .OD
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 FOR INSTRUCTIONS.