HomeMy WebLinkAbout03-12-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES :~ .,., .. .~
INHERITANCE TAX DIVISION - ~~-~F' D'I
PO BOX 280601 ' _
HARRISBURG PA 17128-0601 rit "~=' ~-~' '~
~j~,~s~NTr, ALLOWANCE OR DISALLOWANCE
E~l4C II~~ONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
-2010
2~~~~~~ !2 ~~ ~~ ~~ ESTATE OF SMITH PHYLLIS I
DATE OF DEATH 12-15-2008
`~~R~ ~ FILE NUMBER 21 09-0220
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~UR'~' COUNTY CUMBERLAND
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DAVID H STONE E~~ ~~.R~~~D CC}
PA ACN 101
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STONE LAFAVER SH L S APPEAL DATE: 05-0 7-2010
414 BRIDGE S T (See reverse side under Objections )
NEW CUMBERLAND PA 17070 A~ount Resitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS l--~
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47 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH PHYLLIS IFILE N0 .:21 09-0220 ACN: 101 DATE: 03-08-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
.00
(1)
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,OQ 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) 47,762.57
7. Transfers (Schedule G) (7) 7,835.27
e. Total Assets C8) 55,597.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sche dule H) ~q) 9.736.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,567.2 5
11. Total Deductions C11) 12,303.29
12. Net Value of Tax Return C12) 43,294.55
13. Charitable/Governmental Bequests; Non-sleeted 91 13 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 43,294.55
NOTE: If an assesssent 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) .00 X OD = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 43 .294.55 X 045 = 1, 948.25
17. Amount of Line 14 at Sibling rate (17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due c19)= 1,948.25
TAX CREDITS:
,.,,,,"„ ,,..,,-.. _.____... _. _ AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-05-2009 CD010975 94.74 1,800.00
09-10-2009 CD011731 .00 53.51
TOTAL TAX PAYMENT 1,948.25
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'S (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~(V~