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JOHN W JONES
608 OLD PHILADELPHIA RD
JOPPA MD 21085
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nCr'n;i'~~rNq'I\~pF ~NHERITANCE TAX
~AP:P.A::t$E:HENT!j.,~JLoWANCE OR DISALLOWANCE
Or D~DlJCtJ:ONGi.i ,AND ASSESSHENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
2DGS r:,H' -.5 Pi1 2: 34 ~~~~TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-15~8 EX AFP (06-05)
05-08-2006
JONES
11-10-2005
21 05-1081
CUMBERLAND
216-09-7852
06108710
APPEAL DATE: 07-07-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DOROTHY
M
...', ,
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV=is4S-EX-AFP-C03=osi--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 05-08-2006
ESTATE OF JONES
DOROTHY
M DATE OF DEATH 11-10-2005
COUNTY
CUMBERLAND
FILE NO.
21 05-1081
TAX RETURN WAS:
S.S/D.C. NO. 216-09-7852
() ACCEPTED AS FILED (X) CHANGED SEE
JOINT OR TRUST ASSET INFORMATION
ACN 06108710
ATTACHED NOTICE
FINANCIAL INSTITUTION: SOVEREIGN BANK
ACCOUNT NO.
0571128491
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 01-25-1997
X
18.463.29
0.500
9,231.65
.00
9,231.65
.15
1,384.75
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WIllS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS. AGENT."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 08-11-2006~. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1.384.75
INTEREST AND PEN. .00
TOTAL DUE 1,384.75
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
{ IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
~w
REV-1470 EX (&-88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
DOROTHY M. JONES
FILE NUMBER
REVIEWED BY
MICHAEL KODOSKY
ACN
2105-1081
06108710
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The claimed debts on this ACN are disallowed. The claimed deductions pertain to
the decedent's estate. These expenditures should be claimed on the estate inheritance
tax return when the executor or estate attorney reports the decedent's assets for
taxation. Any money that you paid out of pocket for these expenses should be
reimbursed to you from the decedent's estate.
An adjustment has been made to reflect this change.
ROW
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