HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF JONES JR ERNEST A
DATE OF DEATH 10-28-2012
FILE NUMBER 21 12-1313
CONNELL ESQ RICHARD E COUNTY CUMBERLAND
2303 MARKET ST ACN APPEAL DATE: 09-19-2014
CAMP HILL PA 17011-4627 (See reverse side under Objections)
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 +—
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REV-1547 EX AFP C08-13} NOTICE 4F INHERITANCE TAX APPRAISEMENT, ALLOWANCE Ok
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES JR ERNEST AFILE NO. :21 12-1313 ACN: 101 DATE: 07-21-2014
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) 225,378.00 credit to your account,
S. Closely Held StppklPart narship Interest (Schedule C) (3) 2,622,818.00 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) .00
6. Jointly Owned Property (Schedule F) (6) 567,539.50
7. Transfers (Schedule G) (7) 390,265.00
S. Total Assets (8) 31806,000.50
APPROVED DEDUCTIONS AND EXEMPTIONS: ,1�
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) {9} Ov w Q
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 104•n-zp
C
11. Total Deductions {1 . ffs�
12. Net Value of Tax Return (1 CCC'''777{��',='3:80$:000. '55-11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) )C �
,¢ ?
C1 -
14. Net Value of Estate Subject to Tax {i�� 3,80'&',000-.3D_!
_ r .
.a S'?'S
NOTE: If an assessment was issued preciously, Limas 14, 15, 16, 17, Ifl� dtor ri`•�1 w,
871
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) 3,806,000.50 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) nn X 045 = .DO
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .DD
19. Principal Tax Due C19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN 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 a
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.