HomeMy WebLinkAbout07-18-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.NOTICE OF INHERITANCE TAX
_. _,_
BUREAU OF INDIVIDUAL TAXES APPRATSEMRNT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 28D601 ~~ ;. :,,~,
HARRISBURG PA 17128-0601 - ~~-! ~- ,_ REV-1547 EX AFP (06-05)
"~~}~~~ `~~'~~- ~ ~ ~ ~~' ! 9 ESTATE OF SMITH-2008 NEVIN L
DATE OF DEATH 12-20-2006
~~.~~~~ ~,i( FILE NUMBER 21 07-0681
ORPN~f~.!'S ~~U~T COUNTY CUMBERLAND
JANE M ALEXANDER ESQ~~fi ' ,•~., ; ;.,~ ~ ACN 101
148 S BALTIMORE ST .. ,.)"~~` APPEAL DATE: 09-12-2008
D I: L L S B U R G P A 17 019 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _________
REV-1547 EX AFP-C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH NEVIN L FILE N0. 21 07-0681 ACN 101 DATE 07-14-2008
TAX RETURN WAS: (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:
[1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
cs) 1,135,609.I0
c6) .00
c7) .00
Cg) 1,135,609.10
3,334.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I] C10) 700.0 0
11. Total Deductions Cil) 4.0 4.00
12. Net Value of Tax Return C12) 1 , 131 , 575.10
13. Charitable/Governmental Bequests; Non-elected 4113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 1,131,575.10
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
Twv racnr~rc.
C15) 1,131,575.10 X 00 _ .00
c16) .OD X 045 _ .00
C17) .00 X 12 _ .00
cls) .00 X 15 _ .00
C14)= .00
PAYME
DATE RECEIPT
NUMBER DISCOUNT (+
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)