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BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ...
PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-13)
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
DATE 07-07-2014
ESTATE OF JONES AGNES T
DATE OF DEATH 03-05-2014
FILE NUMBER 21 14-0246
COUNTY CUMBERLAND
SSN/DC
JACQUELIN JONES ACN 14120638
20 CHERISH DR APPEAL BY DATE:09-05-2014
CAMP HILL PA 17011-1025 (See reverse side underObjecdons)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1548 EX AFP C12-13)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 07-07-2014
ESTATE OF: JONES AGNES T DATE OF DEATH:03-05-2014 COUNTY:CUMBERLAND
FILE NO. : 21 14-0246 S.S/D.C. NO. : ACN: 14120638
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO. : 11020015902
TYPE OF ACCOUNT: ( )SAVINGS ( ) CHECKING ( )TRUST ( X)TIME CERTIFICATE
DATE ESTABLISHED 06-09-2005
Account Balance 63, 104.57 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 31,552.29 UPPER PORTION OF THIS NOTICE
Debts and Deductions . 00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 31,552.29 REGISTER OF WILLS AT THE
Tax Rate x . 15 ABOVE ADDRESS. MAKE CHECK
Tax Due 4,732.84 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID `_ x
06-02-2014 CDO19240 147.27 2,798. 18 v C m C7
f v C=)
G-• � �"-I f Y:
(1> C
PAYMENT MUST BE MADE BY 12-06-2014*. TOTAL TAX PAYMENT 2, 5.45
BALANCE OF TAX DUE 1 ,787.39
INTEREST AND PEN. . 00
TOTAL DUE 1,787.39
e IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 E%(0110)
117 pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Agnes T Jones 2114-0246
REVIEWED BY - ACN
Amber/Agent 192 14120638
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The deductions that were submitted have been disallowed. The claimed bills pertaining to
the funeral and medical expenses, and other debts are not allowed against the jointly held
accounts. These expenses are probate deductions, which the estate attorney, executor or
executrix are required to claim; the decedent's estate will have to reimburse you for these
paid debts. This account can be reported and paid on the Inheritance tax return.
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