HomeMy WebLinkAbout02-16-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAIS~MfNT_, -;ALLOWANCE OR DISALLOWANCE
OF DEDUCTS WVS AND ASSESSMENT OF TAX
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LEISAWITZ ET AL
2755 CENTURY BLVD
READING PA 19610
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-08-2010
ESTATE OF SMITH DOROTHY S
DATE OF DEATH 11-09-2008
FILE NUMBER 21 08-1258
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(See reverse side under Objections)
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ ____________
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH DOROTHY SFILE N0.:21 08-1258 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) 128,333.00 NOTE: To ensure proper
(2) 129,898.69 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 69,490.40
C6) .00
C7) 48,770.42
Cs) 376.492.51
C9) 23.987.63
Clo) 1 .184.10
11. Total Deductions C11) 25, 171 .73
12. Net Value of Tax Return C12) 351,320.78
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts ( Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 351 , 320.78
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 45, 170.71 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 306.150.07 X 045 = 13,776.75
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .00
19. Principal Tax Due c19)= 13,776.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-10-2009 CD011602 .00 13,776.75
02-01-2010 SBADJUST .00 1.89
TOTAL TAX PAYMENT 13,776.75
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 DUFF
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.