HomeMy WebLinkAbout07-24-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
fir-;ter+~`"`'f ~'` ~'+i ''° TIiC;E OF INHERITANCE TAX
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'aP;PRiIIS„ M'ENY, ALLOWANCE OR DISALLOWANCE
r1,1-jam `s r O~ ;D~,D'UCT~ONS AND ASSESSMENT OF TAX
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SMIGEL ETAL
4431 N FRONT ST 3RD F
HBG PA 17110
REV-1547 EX AFP CO1-09)
DATE 07-20-2009
ESTATE OF BATY ELEANOR Y
DATE OF DEATH 02-02-2008
FILE NUMBER 21 08-0273
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~-~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BATY ELEANOR Y FILE N0. 21 08-0273 ACN 101 DATE 07-20-2009
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) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 240 , 770.06 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.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) 14 ,08 9.0 0
6. Jointly Owned Property (Schedule F) (6) 4 ,468.50
7. Transfers (Schedule G) (7) 30,773.21
8. Total Assets (g) 290, 100.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,843 .64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 15,862 .14
11. Total Deductions C11) 37.705.78
12. Net Value of Tax Return C12) 257,394.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) 2 0,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 237, 394.99
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) 237, 394.99 X 045 = 10, 682.77
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 10, 682.77
TAY ~`DCT1TTC.
PA N
DATE R C IP
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-01-2008 CD009640 534.14 11,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 11,534.14
BALANCE OF TAX DUE 851.37CR
INTEREST AND PEN. .00
TOTAL DUE 851.37CR
( IF TOTAL DUE IS LESS THAN #1, 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.)