HomeMy WebLinkAbout11-13-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BUX 280601
HARRISBURG PA 17128-0601
MURREL R WALTERS III
54 E MAIN ST
COMMONWEALTH OF PENNSYLVANIA
_ _ _-DEPA,Rfi~ENT OF REVENUE
' ,NOTLCE OF ;'INHERITANCE TAX ~;,
A!PPR'AISEM~JJT; ALL-0WANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX -
~. }~ ~ ~~~ ~ ~ ~4~ ~~ I r}~ REV-1547 EX AFP CO1-09)
`'`~t~.Jr G DATE 11-09-2009
,., ~.~~ ESTATE OF NESMITH JESSIE M
~^ ~'~- DATE OF DEATH 08-01-2005
,~; t: ,l T
~ ~ " "'_;~~ FILE NUMBER 21 08-1098
~' ~' ~ r COUNTY CUMBERLAND
ACN 101
MECHANICSBURG PA 17055
APPEAL DATE: 01-08-2010
(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 E--
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE'. OF NESMITH JESSIE M FILE N0. 21 08-1098 ACN 101 DATE 11-09-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
cl) 41, 070.00
c2) .00
c3) .00
c4) .00
c5) .00
c6) .00
c7) .00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
41,070.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
135.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 72.568.47
11. Total Deductions (11) 77.703-47
12. Net Value of Tax Return C12) 31,633.47-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 31,633.47-
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) • 00 X 045 _ . 00
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) •00 X 15 _ .0 0
19. Principal Tax Due :19)= .0 0
DATE I NUMBER INTEREST/PEN PAID C-) I AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF Pi1ID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~,~