HomeMy WebLinkAbout12-22-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES 'NOTIC~E'.~OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRATSEMENT',~ALLOWANCE OR DISALLOWANCE
PO BOX 288601 _' ' DF DED~ICTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0681
REV-1547 EX AFP (86-05)
~~~~ ~~.(,, ~2 ~ ~; Q8 DATE 12-15-2008
ESTATE OF SMITH MARY L
~ ; fir;:,` ;`~_ DATE OF DEATH 06-23-2008
~~~'..,~,;, c; ,~-,,~~; ;-„- FILE NUMBER 21 08-0712
~
JOHN D SHERIDAN ,~~ COUNTY CUMBERLAND
ESQ ~~~ !'~
SERRATELLI ETAL ACN 101
APPEAL DATE: 02-13-2009
2080 LINGLESTOWN RD (See reverse side under Objections)
HBG PA 17110 Amount Remitted- -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---
-------------------- -~-~- RETAIN LOWER PORTION FOR YOUR RECORDS E~•
-----------
REV-1547 EX AFP C03-05~ _
------------ ________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH MARY L FILE N0. 21 08-0712 ACN 101 DATE 12-15-2008
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) (1) 00
2.
Stocks and Bonds (Schedule B) . NOTE: To insure proper
(2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
6.150.00 tax payment.
6. Jointly Owned Property (Schedule F) (6) 21 39 3.00
7. Transfers (Schedule G) (7) 658,314.00
e. Total Assets (g) 685,857.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 14,644.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- 5,720.00
11. Total Deductions
(L1) _ 90.364: 00
12. Net Value of Tax Return 665
493
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus (12)
ts (Schedule J) C13) ,
.
.00
14. Net Value of Estate Subject to Tax (14) 665,493.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18 a
d 19
reflect figures that include the total of ALL ,
,
returns assessed to date n
will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) 10,697.00
00 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _
X
654,796.00 X 045 = .
29,466.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due
TAX CREDITS: (l9)= 29,466.00
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-03-2008 (0010224 1,473.30 27,993.00
TOTAL TAX CREDIT 29,466.30
BALANCE OF TAX DUE .30CR
INTEREST AND PEN. .00
TOTAL DUE .30CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS REQUIRED. ~/
FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE'"'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)