HomeMy WebLinkAbout04-05-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APP~tA~~fi!tt`N,'~`-'.A'~L~WANCE OR DISALLOWANCE
' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~.. DED.QCr`~OMS ! ~lND ASSESSMENT OF TAX
PO BOX 280601 ,,_,; ;_~~ .- REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 }'--''4 -~ '- `"' " `
~~~~ ~P~ ,,,.~ P~ ~; ~8 DATE 03-22-2010
ESTATE OF SMITH FLO W
DATE OF DEATH 01-25-2009
~~ ~~'t' ~`~ FILE NUMBER 21 09-0180
~~~~;~1~~i "` ~'"~~~~'~ COUNTY CUMBERLAND
DAVID A BARK ESQ C~.~~~~~',-~1 a ~: ~.~,~., ~ta> ACN 101
OBRIEN ETAL APPEAL DATE: 05-21-2010
19 W SOUTH S T (See reverse side under Objections )
CARLISLE PA 17013 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: SMITH FLO WFILE N0.:21 09-0180 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 Q credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) 229, 673.00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: Cs) 229,673.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 2 8,4 4 .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 28,443.00
12. Net Value of Tax Return C12) 201,230.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 201 , 230.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to d t and 19 will
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
04-24-2009 CD011158 1,509.23
c15) .00 X 00 = .00
C16)_ 00 x 045 = .00
C17) .00 X 12 = .00
cls) 201,230.00 X 15 = 30,184.50
c19)= 30, 184.50
AMOUNT PAID
,130.00
TOTAL TAX PAYMENT 32,639.23
BALANCE OF TAX DUE 2,454.73CR
INTEREST AND PEN. .00
TOTAL DUE 2,454.73CR
* 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.
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