HomeMy WebLinkAbout12-18-09_NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~. ~~~~'~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~'Q~ ~II~~WDT~ONS AND ASSESSMENT OF TAX REV-1547 EX AFP QO-09)
PO BOX 280601 !'~' ~~~1:.i, kv= ~•;t~__~
HARRISBURG PA 17128-0601
~Q~9~~~ ~$ Q~~~:'~;; DATE 12-14-2009
ESTATE OF SMITH MURIEL
~~~~ ~~
C DATE OF DEATH 10-22-2007
i
~RP~~S vd~RT FILE NUMBER 21 07-1113
PA.
L!~v~ CC`
~~~
~`~
"~~ COUNTY CUMBERLAND
•,
,
,
~
AMY M MOYA ACN 101
S E LEDERER LAW OFFICES APPEAL DATE: 02-12-2010
5 011 L O C U S T L N (See reverse side under OL{jeetions )
HBG PA 17109 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 C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH MURIEL FILE N0.:21 07-1113 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) 145, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
00 submit the upper portion
3. .
Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (S chedule E) C5) 2,380.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 147,380.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [S chedule H) (g) 2.277.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0.0
11. Total Deductions C11) 2,277.00
12. Net Value of Tax Return (12) 145, 103.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 201,581.24
NOTE: If an assessment was issued previously,
reflect fiBUres that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE --_l NUMBER I INTEREST/PEN PAID C-)
-I7-~nnw rnnnoio~ ~~z F:c
(15) • 00 X
(16) 20 1.581.24 X
C17) ~ DO X
C18) .00 X
AMOUNT PAID
,300.0
00 = .00
045 = 9,071.16
12 = .00
15 = .00
(19)= 9, 071.16
TOTAL TAX PAYMENT 10,753.56
BALANCE OF TAX DUE 1,682.40CR
INTEREST AND PEN. .00
TOTAL DUE 1,682.40CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~
FOR CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.