HomeMy WebLinkAbout11-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~- ~ "` QJOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ° ~ _ AI~$'RA~Eh~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION +`r". !" ' _" r"OF E~1)UCTIONS AND ASSESSMENT OF TAX
PO BOX 2806D1 ~ a~i l r i i V: '~'~-~-'-'
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HARRISBURG PA 17128-D601
2006 NOY -5 AM 1 I ~ 38
CLERrC O~
ORPHAN'S COURT
RUTH ANN MCMILLEN CU~1g~Rt~'~dn CO., PA
M & T BANK
213 MARKET ST
HBG PA 17101
REV-1547 EX AFP C06-D5)
DATE 1[I-27-2008
ESTATE OF SMITH JESSIE E
DATE OF DEATH 05~-26-2007
FILE NUMBER 2l. 07-1001
COUNTY CUMBERLAND
ACN 1 [I 1
APPEAL DATE: 12-26-2008
(See reverse Bade under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND f:0 COURT HOUSE
CARLISLE, P~1 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 JESSIE E FILE N0. 21 07-1001 A(:N 101 DATE 10-27-2008
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 207,562.48
credit to your account,
520
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,529.05
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets ce) 220,611.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
34;,204.05
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 625.30
11. Total Deductions (11) 34,829.35
12. Net Value of Tax Return (12) 185,782.18
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule .1) C13) 4 0,854.25
14. Net Value of Estate Subject to Tax (14) 144, 927.93
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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 144,92;1.93 X 15 _ 21,739.19
19. Principal Tax Due C19)= 21,739.19
TAX rR CTITTSr
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT LAID
05-22-2008 CD009856 .00 21,739.19
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 21,739.19
BALANCE OF T'AX DUE .00
INTEREST AND PEN. .00
TOTAL DIJE .00
~~
( IF TOTAL DUE IS LESS THAN 1~1, NO PAYMENT IS REQUIRED. ~"•,
IF TOTAL DUE IS REFLECTED /1S A "CREDIT" CCR), YOU MAY BE DUE ~ )
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '~