HomeMy WebLinkAbout12-10-07
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
TAXg-(\!"\::;rV:i1 (\i:r::VA~PR'''ISEMENT, ALLOWANCE OR DISALLOWANCE
!T:'.''-!! ,~,!..U U:.' '\.)LO~' DEDUCTIONS AND ASSESSMENT OF TAX
_i<J~! L-"~
*
REV-1547 EX AFP (06-05)
DATE 12-03-2007
ESTATE OF SMITH ROBERT L
DATE OF DEATH 07-10-2006
FILE NUMBER 21 06-0651
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-01-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH ROBERT L FILE NO. 21 06-0651 ACN 101 DATE 12-03-2007
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
04-27-2007
2007 DEe 10 PH I: 29
CLERK OF
~RPHAN'S COURT
GREGORY L SM , ~P;:pl ,A. ,I . r;n
50 DUBBERS D N".h_' ~D,_,-" PA
ETTERS PA 17319
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1,290,429.00
.00
.00
8,916.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
38,552.00
3,517.00
(11)
(12)
(13)
(14)
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
(10)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(IS)
(16)
.00 X
863,276.00 X
.00 X
.00 X
RECEIPT
NUMBER
CD008088
DISCOUNT (+)
INTEREST/PEN PAID (-)
136.12-
AMOUNT PAID
38,983.54
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,299,345.00
42.069.00
1,257,276.00
394,000.00
863,276.00
00 =
045 =
12 =
15 =
.00
38,847.42
.00
.00
38,847.42
(19)=
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-28-2007 TOTAL TAX CREDIT 38,847.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. 8.51
TOTAL DUE 8.51
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (;"
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE 7\
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) CI