HomeMy WebLinkAbout02-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
JOHN D SHERIDAN ESQ
SERRATELLI ETAL
2080 LINGLESTOWN RD
HBG PA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,r 1~-j,-,~t,,.- NOTICE OF INHERITANCE TAX
A~PR/t'l~SEMEt~j~'r- I~LLOWANCE OR DISALLOWANCE
Of-DE,Bl1CTtON$ AND ASSESSMENT OF TAX
1 ~; f', , ~; ".~ REV-1547 EX AFP CO1-09)
2~Q9 ~E$ zQ ~~ ~ ~ ~ 24 ESTATE OF SMITH-2009 FRANCIS B
DATE OF DEATH 08-30-2008
r'~ ~~;~( GF FILE NUMBER 21 08-0897
ORPN~f~'~; ~!~{~}~'~ COUNTY CUMBERLAND
C«Fa`!-'~. r~` I, ; ',^.,'1. ~f~ ACN 101
APPEAL DATE: 04-17-2009
2 (See reverse side under Objections)
17110 Aelount ReBiitted
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 ~ ______________
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
cerwTr nr SMITH FRANCIS B FILE N0. 21 08-0897 ACN 101 DATE 02-16-2009
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
C15)
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,814.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 20.401.00
C11) ;~ X21 F DN
11. Total Deductions 294,757.00
12. Net Value of Tax Return
c12)
.00
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13)
. 294,757.00
14. Net Value of Estate Subject to Tax X14)
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
C1) .00 NOTE: To insure proper
38
00 credit to your account,
(2) . submit the upper portion
C3) .00 of this form with your
~4) .00 tax payment.
c5) 150.00
c6) 31 , 367.00
~7) 295,417.00
~$) 326,972.00
.00 X
ci6) 294,757.00 X
c17) • 00 X
00 _ .00
045_ 13,264.00
12 .00
c1B) .00 X 15 .00
c19)= 13,264.00
IAR VR U11J'
PAYMENT
DATE
R CE PT
NUMBER
DISCOU (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-21-2008 (0010431 663.20 12,601.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,264.20
BALANCE OF TAX DUE .20CR
INTEREST AND PEN. .00
TOTAL DUE .20CR
( IF TOTAL DUE IS LESS THAN 61, 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.)