HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i~FtTTIGfe-fl,F,-IMHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ARRRA'ISLM~N~T~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .QF DEDU~TIONS~'AND ASSESSMENT OF TAX
PO BOX 280601 ! ~., ~...!„ ~ _. . _. .
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
^~~~$ ~~ _~ ~~ ~~~ `ATE 06-03-2008
ESTATE OF SMITH FRANCES S
DATE OF DEATH 08-26-2007
C~E~~ ~~ FILE NUMBER 21 07-0813
0~~~'~~` -' i! `~)RT COUNTY CUMBERLAND
STEPHEN E PATTERSON C~~I•,~'^ { '~ ~^~ , PI-'~ ACN 101
PATTERSON ETAL APPEAL DATE: 08-02-2008
239 EAST MAIN ST {See reverse side under Objections)
WAYNESBORO PA 17268 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -'1 RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH FRANCES S FILE N0. 21 07-0813 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
cl) .00
~2) 1 , 699.00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 429,037.00
c6) .00
cn .00
Ce) 430,736.00
17,791.00
C9)
clo) 473.00
C11) 18.264.00
clz) 412,472.00
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
14. Net Value of Estate Subject to Tax C14) 412,472.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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 I15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 412,472.00 X 045 = 18,561.00
17. Amount of Line 14 at Sibling rate (17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 18,561.00
TAY f RRTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-13-2007 CD008969 928.05 18,050.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 18,978.05
BALANCE OF TAX DUE 417.05CR
INTEREST AND PEN. .00
TOTAL DUE 417.05CR
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)