HomeMy WebLinkAbout05-28-104~,~ R` ITANCE TAX ~nn~a~/lvatl~a
APPRAI~~~t,~.~ ~. ~CE OR DISALLOWANCE DEPARTMENT OF REVENUE
IN ERITANCE TAX D VISION TAXES OF D~"b1f$ ~'~ ':ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
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HARRISQURG PA 17126-0601
~~fOMaY ~$ PM ~~ ~~ATE o5-24-2010
ESTATE OF SMALLEY ELINOR L
~L~~~ ~~ DATE OF DEATH 10-20-2009
~r~ ~R~ FILE NUMBER 21 09-1000
~~~~~~ ~U., ~ COUNTY CUMBERLAND
ROGER B IRWIN ESQ ~~ ~ ACN 101
IRWIN 8~ MCKNIGHT PC APPEAL DATE: 07-23-2010
30 W PQMFRET ST (See reverse side under Obfections)
CARLISLE PA 17013 Arount Reritted ~-
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 APPRAISEMEWT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMALLEY ELINOR LFILE N0.:21 09-1000 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHAWGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchadula B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Hold Stock/Partnership Interest CSchadula C) C3) . of this form with your
4. Mortgages/Notes Re~cefvable (Schedule D) C4) •0 0 tax payment.
5. Gash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 56, 084.74
6. Jointly Owned Property (Schedule F) C6) •0 ~
7. Transfers (Schedule G) C7) 21 , 886.68
8. Total Assets c8) 77 , 971.42
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5.3 7 1.6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) ,~ 1,81 4..5,,
11. Total Deductions C11) 7,186.11
12. Net Value of Tax Return C12) 70, 785.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ~_
14. Net Value of Estate Subject to Tax C14) 70.785.31
NOTE: If an assessrent 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) .QO X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal/Class A rate C16) 70..785_.31 X 045 ' 3,185.34
17. Amount of Line 14 at Sibling rate C17) __,__,~~ X 1 2 = .0 D
18. Amount of Line 14 taxable at Collateral/Class B rata C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due C19 )= 3, 185.34
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
ni_~~_~n~n rnn~~~4n 159.27 3.026.07
TOTAL TAX PAYMENT 3,185.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 RE~U~ID. SEE REVERSE' SIDE OF THIS FORM FOR INSTRUCTIONS.