HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NC11.3CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - _ 'AppR/CISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF'DEDUC.TIONS AND ASSESSMENT OF TAX
PO BOX 280601 °
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
?`~',''K; ~,~a,~ _j f~,Cti4• ~~~ DATE 06-02-2009
~~ ESTATE OF SMITH MARY E
- DATE OF DEATH 11-05-2007
+ ,,r•~ ~~;_, FILE NUMBER 21 07-1119
~~;'~ " `'`" C~?~ COUNTY CUMBERLAND
JEFFREY R BOSWELL ESQ;^~ ' '~ - ACN 101
,J ,•
BOSWELL ETAL APPEAL DATE: 08-01-2009
PO BOX 741 (See reverse side under Objections)
HARRISBURG PA 17108-0741 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 ~-
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH MARY E FILE N0. 21 07-1119 ACN 101 DATE 06-02-2009
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)
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
APPRO'HED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
C1) .00
C2) 10 , 437.65
c3) .00
C4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C5) 9,255.89
C6) .00
C7) .00
~$) 19,693.54
8,150.50
C9)
C1o) 56,729.68
(11) 64.880.18
C12) 45, 186.64-
Non-elected 9113 Trusts (Schedule J) C13) .00
C14) 45, 186.64-
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 C15) X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •~~ X
17. Amount of Line 14 at Sibling rate (17) •~~ X
18 Amount of Line 14 taxable at Collateral/Class B rate C18) •~ ~ X
.
19'.
ne Principal
~r.tTn _ Tax Due
00 _ .00
045 _ .00
12 _ .00
15 .00
C19)= . 00
~• PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) 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 ( 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