HomeMy WebLinkAbout10-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~ i ~ '.. ~ `' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ '~~ J;--r ,AK'p'RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~-! ~~ , `. ,_~'~ '~- bF `~DEDUCT I ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBl1RG PA 17128-0601
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JAMES D BOGAR ~' ~~ . - - _ . ,
BOGAR 8~ HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP CO1-09)
DATE 10-20-2009
ESTATE OF SMITH BETTY C
DATE OF DEATH 01-22-2009
FILE NUMBER 21 09-0213
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-19-2009
(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 ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH BETTY C FILE N0. 21 09-0213 ACN 101
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OR
DATE 10-20-2009
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) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 10 , 994.85
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) 2 9.13
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets (B) 11, 023.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,460 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7 9 6 .5 9
11. Total Deductions C11) 1 1 ~6 . ~9
12. Net Value of Tax Return (12) 232.61-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 232. 61 -
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 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 C15) •0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19). .0 0
TAY f QCiITTC .
PAYM NT
DATE RECEIPT
NUMBER D SCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, 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.)