HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX pennsyLvania
$UREA APPRAISEMENT, ALLOWANCE ONCE
R DISALLOWANCE
DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX V
U OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO Box 280601 '
HARRISBURG PA 17JKP 0 R D E D 0 F F I C t 0 F
RECISTCR U V'ILLS
DATE 10-21-2014
20114 OCT 20 FM 12 11. ESTATE OF JUMPER THELMA M
DATE OF DEATH 06-05-2005
FILE NUMBER 21 05-0532
C L IT�' C, COUNTY CUMBERLAND
ALEXANDE@ FrS.OA�,JANJL" M ACN 101
148 S M#EKOR�E,ST 1 APPEAL DATE: 12-20-2014
D I L L S B U R G PA 17019-1007 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --b- RETAIN LOWER PORTION FOR YOUR RECORDS (—
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1 7 E AF C08-13) NOTICEOF INHERITANCE E X A RAI EME , ALLOWANCE CE
I DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JUMPER THELMA MFILE NO. :21 05-0532 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 79,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,902. 12 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) — a tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,454.52
6. Jointly Owned Property (Schedule F) (6) 767.17
7. Transfers (Schedule G) (7) 21,905.53
8. Total Assets (8) 140,029.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,611 .23
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 12,248.40
11. Total Deductions (11) 26,859.63
12. Net Value of Tax Return (12) 113,169.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) 500.00
14. Net Value of Estate Subject to Tax (14) 112,669.71
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 6A.GAG-73 X 045 = 2,859. 11
17. Amount of Line 14 at sibling rate (17) 37,721.96 x 12 = 4,526.64
18. Amount of Line 14 taxable at collateral rate cis) 11,412.02 x 15 = 1,711.80
19. Principal Tax Due (19)= 9,097.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-29-2009 CDO10839 .00 1,497.46
06-18-2014 CDO19316 1,285.58- 8,885.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-19-2014 TOTAL TAX PAYMENT 9,097.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. 2,086.20
TOTAL DUE 2,086.20
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.