HomeMy WebLinkAbout06-19-09+Bi1REAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
AMY M MOYA
S E LEDERER LAW OFC
5011 LOCUST LANE
HBG PA 17109
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ...-,,MaTh~1F._O E, ..INHERITANCE TAX
AFPB~C$SEMEN`(,'~A~t"OWANCE OR DISALLOWANCE
~ 'dP 17,~DlJCTx;QNS AND ASSESSMENT DF TAX
REV-1547 EX AFP (01-09)
DATE 06-15-2009
ESTATE OF SMITH MURIEL
DATE OF DEATH 10-22-2007
FILE NUMBER 21 07-1113
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-14-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2~~9 JUN 19 Pr9 2= 27
CLERK ~~
ORPNAN~S CURT
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP C01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH MURIEL FILE N0. 21 07-1113 ACN 101 --------------
----
OR
DATE 06-15-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,968.21
6. Jointly Owned Property (Schedule F) (6) 1,330.92
7. Transfers (Schedule G) (7) 68, 398 .82
8. Total Assets Ig) 72, 697.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,935.98
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.284.23
11. Total Deductions C11) 1 6 . T?n _ 71
12. Net Value of Tax Return C12)
56,477.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 56,477.74
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
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 56,477.74 X 045 = 2,541.50
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due [19)= 2,541.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
Oi-17-2008 CD009192 127.08 10,300.00
TOTAL TAX CREDIT 10,427.08
BALANCE OF TAX DUE 7,885.58CR
INTEREST AND PEN. .00
TOTAL DUE 7,885.58CR
* 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (688),
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Muriel Smith 2107-1113
REVIEWED BY
Jennifer Schaefer 101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
A 1 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of
the suspended item is determined.
H 10, 13 These items have been suspended from the return. Repairs are not allowable
deductions if the real estate has not been sold.
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