HomeMy WebLinkAbout07-10-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES ,~ r it1~1rI4~FY OF INHERITANCE TAX
14PF-RA~SENfpNT> ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `_~~ pEgllC~d6NS AND ASSESSMENT OF TAX
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PA 17013
REY-1547 EX AFP CO1-09)
DATE 07-06-2009
ESTATE OF SMITH BETTY M
DATE OF DEATH 05-13-2008
FILE NUMBER 21 08-0932
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(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 SMITH BETTY M FILE N0. 21 08-0932 ACN 101 DATE 07-06-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 17,8 26.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 17,826.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 12,214.55
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.34 8. 1
11. Total Deductions (11) 16.F:6?.86
12. Net Value of Tax Return (12) 1,263.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J3 C13) .00
14. Net Value of Estate Subject to Tax C14J 1,263.79
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY rDCTTTC.
(15) .00 X 00 _ .00
(16) 1 , 263.79 X 045 _ 56 .87
(ln .00 X 12 _ .00
(1B) .00 X 15 _ .00
(19)= 56.87
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-20-2009 CD010926 .05- 56.95
TOTAL TAX CREDIT 56.90
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 DU6('~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) r