HomeMy WebLinkAbout05-28-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTL~~.,,~0~,~-INHERITANCE TAX
AP~I~`/~`ISE'MEI~I`-'<<~-L~OWANCE OR DISALLOWANCE
flF_. AF.rIIU~TI.O~kIS'~,AND ASSESSMENT OF TAX
,~ , ,, ,
__`- ~..
L~~~~~1 ~V T-tl i' f V
CLERK ~~~RT
QRP~~ ~,~~ ~,°~., PP
SUZANNE H GRIEST ESQ ~~~~..
GRIEST HIMES ETAL
129 EAST MARKET ST
YORK PA 17401
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF SMITH FRANCES G
DATE OF DEATH 12-01-2008
FILE NUMBER 21 08-1285
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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- ~ --
---- -- ---- -------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEME
NT, ALLOWANCE ----------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: SMITH FRANCES GFILE N0.:21 08-1285 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 149, 957.59
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 111 , 907.61
8. Total Assets C8) 261 , 865.20
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 2.6 2 7.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,0 6 0.9 5
11. Total Deductions C11) 23, 688 .81
12. Net Value of Tax Return C12) 238, 176.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 6,313.4 4
14. Net Value of Estate Subject to Tax C14) 231 , 862.95
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
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:
C15) .00 X 00 = .00
C16) 225,549.51_ x 045 = 10,149.73
C17) . oo x 12 = . 00
C18) 6,313.44 X 15 = 947.02
C19)= 11,096.75
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-02-2009 CD010971 .00 10,000.00
01-20-2010 CD012261 .00 570.43
INTEREST IS CHARGED THROUGH 06-08-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 10,570.43
BALANCE OF TAX DUE 526.32
INTEREST AND PEN. 28.64
TOTAL DUE 554.96
* 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. (~'~~~
`v '- ""..