HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~" ,` -,r'NOTLCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'APPRAI'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601
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STANLEY A SMITH n~ ''`~ - ~~
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RHOADS & SINON LLC
PO BOX 1146
HBG PA 17108-1146
REV-1547 EX AFP CO1-09)
DATE 05-04-2009
ESTATE OF FA.ILOR DEAN H
DATE OF DEATH 10-09-2008
FILE NUMBER 21 08-1050
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-03-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C.0 COURT HOUSE
CARLISLE, PA. 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FAILOR DEAN H FILE N0. 21 08-1050 AC:N 101 DATE 05-04-2009
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 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10,84 5.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 81,758.00
8. Total Assets (g) 92,603.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
6;,614.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 64.00
11. Total Deductions C11) 6.67A.00
85,925.00
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13)
85,925.00
14. Net Value of Estate Subject to Tax (14)
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 r ate (16) 85,926.00 X 045 = 3,867.00
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19)= 3,867.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT I~AID
DATE NUMBER INTEREST/PEN PAID C-)
12-31-2008 CD010719 193.35 3,674.00
TOTAL TAX CREDIT 3,867.35
BALANCE OF l'AX DUE .35CR
INTEREST AND PEN. .00
TOTAL DUE .35CR (,
~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ~4S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)