HomeMy WebLinkAbout05-07-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SUSAN J SMITH
319 N 24TH ST
CAMP HILL
~ ~ 1
•
NOTICE OF INHERITANCE TAX pennsy van~a ~
AP~~`~1~~~~L~IANCE OR DISALLOWANCE
,, ~ _ DEPARTMENT OF REVENUE
0~-,~ ~~ T~s f #~1b ASSESSMENT OF TAX REV-1547 EX AFP clz-o9~
Z~~~~~Y ,_~ A~~~ 03 DATE 05-10-2t~10
ESTATE OF SMITH ' JOSEPHINE
DATE OF DEATH 08-15-2 07
~~~,~ ~T FILE NUMBER 21 07-1 71
~,~ COUNTY CUMBERL ND
ACN 101
APPEAL DATE: 7-09-2010
PA 17 011 (See reverse side unde Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA E
CARLISLE PA 170 3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
---------------------------------------------------------------------- --------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: SMITH JOSEPHINE FILE N0.:21 07-1171 ACN: 1 1 DATE: 05-10-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED S EE ATTACHED NOTICE
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) .0 0
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) .0 0
6. Jointly Owned Property (Schedule F) (6) 90,493.0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 90 , 493.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4 7 7 5 0. 0
11. Total Deductions C 11) 54,869.00
12. Net Value of Tax Return ( 2) 35, 624.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C 13) .0 0
14. Net Value of Estate Subject to Tax ( 14) 35, 624.00
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) 35,624.00 X 00 =- .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 D x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 =- .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-07-2009 CD012076 .00 438.3
TOTAL TAX PAYME T
BALANCE OF TAX DUI
INTEREST AND PE .
TOTAL DUE
_ 438.34
438.34CR
00
438.34CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR DIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~~~1
REV-1470 EX (01-10)
~ enns lvania
p Y
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
~ ~
INHERITANCE TAX
EXPLANATION
OF CHANGES
FI E NUMBER
Smith, Josephine 2107-1171
REVIEWED BY A N
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the co rection of an error in
arithmetic.
Row Page 1