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..~~~~,,,~,,~ F,,,~~t~~T ,~.,pF ,INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES A1~'ICR14~`~~~;•'~J~~WANCf OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~-~'•' I~ ~ ~~ND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ ~°~'~"'~~~, **
HARRISBURG PA 17128-0601 rq~
`~4~~hA~ ..l ~~~~ QJ DATE 05-10-20',10
ESTATE OF SMITH WILLIAM F
~('~ DATE OF DEATH 11-04-20 7
~~~P~"~+ ~"~ F I L E NUMBER 21 0 8- 0 0 7
SUSAN J SMITH ~~J~~~~ ~•~ ~1 COUNTY CUMBERLA D
ACN 101
319 M 24TH ST APPEAL DATE: 0 -09-2010
CAMP H I L L PA 17 011 (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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: SMITH WILLIAM FFILE N0.:21 08-0007 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $ E ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •Q NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q credit to your account,
.0 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) •Q tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,24 8.0
6. Jointly Owned Property (Schedule F) (6) 125, 000. 0
7. Transfers (Schedule G) C7) •Q
8. Total Assets 8) 132 , 248.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 0 2 6 2. 1
11. Total Deductions ( i) 58, 184.00
12. Net Value of Tax Return ( 2) 74, 064.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C 3) .0 0
14. Net Value of Estate Subject to Tax ( 4) 74, 064.00
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 C15) •Q 0 X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7 4.0 6 4.0 0 X
17. Amount of Line 14 at Sibling rate C17) .0 0 X
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •Q 0 X
19. Principal Tax Due
TAX CREDITS:
00 =~ .00
045 = 3,332.88
12 = .00
15 =- . 00
(19)- 3, 332.88
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID ~,
12-07-2009 CD012077 .00 2,944.4
I
I
INTEREST IS CHARGED THROUGH 05-25-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYME T 2,944.44
BALANCE OF TAX UE 388.44
INTEREST AND PE 258.52
TOTAL DUE 646.96
* 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.
REV-1470 EX (01-70) „+~ {
~p~~~~~~ enns Lvania
p y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPL+ANAT±ION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FIL NUMBER 210$-0007
Smith, William
REVIEWED BY AC
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.
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