HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAI-S,EMENTi ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES - DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~;DEDUCT•IONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601 •'
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1013 MUMMA RD STE 100
LEMOYNE PA 17043
DATE 02-08-2010
ESTATE OF SMITHERS DEAN
DATE OF DEATH 11-12-2008
FILE NUMBER 21 08-1261
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 f- _ ________
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITHERS DEAN FILE NO.:?1 nR-77A1 er_N~ InI nerc. n~_nQ_-,n,,,
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)
C1) .00
C2) .00
C3) .00
t4) .00
c5) .00
c6) 58,525.00
cn .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cs) 58,525.00
C9) 24.336.00
Clo) 254.00
11. Total Deductions C11) 24,590.00
12. Net Value of Tax Return C12) 33, 935.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 33,935.00
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) 33,935.00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .DO x 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT I DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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 DU~~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~