HomeMy WebLinkAbout09-08-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
!~'t'",,,.1\n~I,c;~,.q1;,...I~"t:RITANCE TAX
lAa~tQ/) I~~~E OR DISALLOWANCE
i:~~'fI~IN(B ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
JOHN W JONES
608 PHILADELPHIA RD
JOPPA MD 21085
2006 SEP -8 AM":, ~:~:TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DOROTHY
M
09-04-2006
JONES
11-10-2005
21 05-1081
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
9Y!_~~P~~_!~!~-~!~J______~___!~!!!~_~g~~!_~g!!!9~_E9!_!g~!_!~~g!P!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DOROTHY M FILE NO. 21 05-1081 ACN 101
CLERK OF
ORPHAN'S COURT
CUMj:Y~r::" '\\In r'n RIA
v Il,.,j,..! 1:._.1 ", . _, ".--'\".. _. f1,
ESTATE OF JONES
DATE 09-04-2006
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Reeeivllble (Schedule D)
S. Cesh/Benk DeposUs/Hisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
25.541.37
19.880.09
.00
(8)
NOTE: To insure proper
credit to your accountl
s~it the upper portion
of this for. with YOUr
tax pa3m8nt.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Dabts/Hortgage Lillbilities/Lians (Schedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. Charitllble/Governnentel Bequests; Non-elected 9113 Trusts
14. Net Velue of Estate Subject to Tax
451421.46
(9)
(10)
101968.74
107.104.46
(11)
(12)
(13)
(14)
11 R 073 ~n
721651.74-
.00
721651.74-
(Schedule J)
NOTE: I~ an ass.s~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AlIOunt of Line 14 at Spousal rete (IS) . 00 X 00 = . 00
16. A.ount of Line 14 taxllble at Lineal/Class A rete (16) .00 X 045 = .00
17. AMount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. A.ount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. PrinCipal Tax Due (19)= .00
DATE
NUMBER
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PA YHENT IS REQUIRED. n
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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