HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~rn,~~'~a~-~ ~';~^-~'F~'C~`,'_OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '1k~F~RAI'~EMENT"," ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '~'~` `a1F :bEUU~TIttNS AND ASSESSMENT OF TAX
PO BOX 280601 ~'~~.t.3~-.,~ `. ;,_~ : ~,~~_: ; : ~~ ..._~
HARRISBURG PA 17128-0601
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RICHARD L PLACEY ESG~,`~~' `~. ~~~
PLACEY ~ WRIGHT
3621 N FRONT ST
HBG PA 17110-1533
REV-1547 EX AFP CO1-09)
DATE 10-12-2009
ESTATE OF SMITH BARBARA P
DATE OF DEATH 02-28-2009
FILE NUMBER 21 09-0218
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(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 ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH BARBARA P FILE N0. 21 09-0218 ACN 101 _______________
OR
DATE 10-12-2009
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 tSchedule A) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2} 203,88 7 ~ 02 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) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,6 5 2.8 8
6. Jointly Owned Property (Schedule F) (6} .0 0
7. Transfers (Schedule G) (7} .0 0
$. Total Assets Cg) 206,539.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
1b,035.79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 4,0 6 5 .14
11. Total Deductions C11) ?0 . 1 D[1 . 93
12. Net Value of Tax Return C1Z) 186,43$.97
13. Charitable/Governmental Bequests; Non-elected 9°i`,13 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 186,438.97
NOTE: If an assessment was issued previo,~sly, lines 14, 15 and/or lb, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Clg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 186,438.97 X 045 = 8,389.75
17. Amount of Line 14 at Sibling rate t17} .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cls) .0 0 X 15 0 .0 0
19. Principal Tax Due C19}= 8, 389.75
TwY N~rrfrrc .
PA
DATE CEIPT
NUMBER DIS OUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-24-2009 CD011162 419.49 7,970.26
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 8,389.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~Q
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~ `
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)