HomeMy WebLinkAbout01-15-10NOTxC~,OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION DF: DEDUC!TI~NS AND ASSESSMENT OF TAX
PO BOX 280601 t _,' `_ "'
HARRISBURG PA 17128-0601
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
ZQ~Q ~~~ ~ 5 p~ !2~ 36 DATE O 1-13-2010
ESTATE OF SMITH RODNEY J
CLERK ~F DATE OF DEATH 03-28-2009
C~R1~~~~~,Gv`~R~ FILE NUMBER 21 09-0352
DALE F SHUGHART JR ~~,,~.,F,~,1_~ ~ yD ~~~" pA' COUNTY CUMBERLAND
ACN 101
10 W HIGH ST APPEAL DATE: 03-14-2010
CAR L I S L E PA 17 013 (See reverse side under Objections )
Amount Re^itted
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
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLY
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF
ESTATE OF: SMITH RODNEY JFILE N0.:21 09-0352 ACN:
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
------------------------
DWANCE OR
TAX
101 DATE: 01-13-2010
.00 NOTE• To ensure ro er
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 30,941.94
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
• P P
credit to your account,
submit the upper portion
of this form with your
tax payment.
$. Total Assets (B) _ 30 , 941 .94
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 10.232.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10.00
11. Total Deductions C11) 10,242.00
12. Net Value of Tax Return (12) 20,699.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 20,699.94
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 (15) 20, 699.94 )( 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _OD x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~`••~