HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.-- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 --- - "
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2000 LINGLESTOWN RD 2
HBG PA 17110
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 IDA J FILE N0. 21 08-1115 ACN 101 DATE 06-02-2009
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) (1) 192,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 20,749.09 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) C5) 8 6,589.2 7
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 38,417.24
8. Total Assets (g) 337,755.60
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,292.56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,46 9.84
11. Total Deductions (11) 14.762.4D
12. Net Value of Tax Return C12) 322,993.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
f Estate Subject to Tax
N
t V
l C14) 322, 993.20
14. ue o
e
a
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) • 00 X 00 = . 00
lb.. Amount of Line 14 taxable at Lineal/Class A rate C16) 322,993.20 X 045 = 14,534.69
17'. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
1FI. Amount of Line 14 taxable at Collateral/Class B rate (18) • 00 X 15 = . 00
19 Principal Tax Due (19)= 14,534.69
.
~~PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-07-2009 CD010742 726.73 13,807.96
REV-1547 EX AFP (01-09)
DATE 06-02-2009
ESTATE OF SMITH IDA J
DATE OF DEATH 10-10-2008
FILE NUMBER 21 08-1115
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-01-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 14,534.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
e orcuun cGG REVERSE STnF nF TNiS FORM FOR INSTRUCTIONS )