HomeMy WebLinkAbout05-14-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 012751
EAKIN JOHN M
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
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ESTATE INFORMATION: ssN:
FILE NUMBER: 2108-1077
DECEDENT NAME: SMITH RAYMOND A
DATE OF PAYMENT: 05/ 1 4/201 0
POSTMARK DATE: 05/14/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 1 0/ 26/ 2008
REMARKS:
CHECK# 360
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 529,996.93
TOTAL AMOUNT PAID:
INITIALS: CJ
REV-1162 EX~11-96)
529,996.93
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX Pennsylvania ~`
BUREAU OF INDIVIDUAL TAXES A~ AISEMENT, ALLOWANCE OR DISALLOWANCE
s' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~EDL~I. t Y ~qND ASSESSMENT OF TAX
PO BOX 280601 ~;_~~ REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 •~ ~~ -~~`~
s
?~~(~ ~~ I ~ ~ P~ ~~ !- t DATE 04-19-2010
~+ ESTATE OF SMITH RAYMOND A
~.~_, DATE OF DEATH 10-26-2008
~~-ta`r'`. ~%'` FILE NUMBER 21 08-1077
~> ~ ~
~~~~ ~ ~ '~~ ~ ~~ ~`~~ COUNTY CUMBERLAND
JOHN M EAKIN ~!~ 'j~ _ _ _,_ =~ ACN 101
MARKET SQ BLDG APPEAL DATE: 06-18-2010
MECHANICSBURG PA 17055 (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 ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-- _
REV-1547 EX AFP C12-09~ NOTICE OF TNHEi~ITANCE TAX APPRAISEM~NT ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH RAYMOND AFILE N0.:21 08-1077 ACN: 101 DATE: 04-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 418, 795.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portio
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 61,8 78.14
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 480.673.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 2 7.4 74.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 64.760.93
11. Total Deductions C11) 92,235.45
12. Net Value of Tax Return C12) 388,437.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 388,437.69
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures-that include the. fotel of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _ 37 8 .437.69 X 12 = 38, 212.52
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 70,000.00 X 15 - 10,500.00
19. Principal Tax Due (19)= 48,712.52
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-02-2009 CD011941 .00 20,000.00
INTEREST IS CHARGED THROUGH 05-04-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 20,000.00
BALANCE OF TAX DUE 28,712.52
INTEREST AND PEN. 1,284.41
TOTAL DUE 29,996.93
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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