HomeMy WebLinkAbout07-06-10~ +^.~,°~,~~ a ^'OF INHERITANCE TAX
~` ~~ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~.~~~ +f `
INHERITANCE TAX DIVISION k :.~~~:~~. ~U~ •IbNS AID ASSESSMENT OF TAX
PO BOX 288601
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BARBARA L WEVODAU ESQ
26 EAST MAIN STREET
PO BOX 459
NEW BLOOMFIELD PA 17068
penn~ylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 06-21-2010
ESTATE OF SMITH CHARLES V
DATE OF DEATH 07-16-2009
FILE NUMBER 21 09-0894
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse side under Object~'ons)
Auount Reutttsdl
MAKE CHECK PAYABLE AND REMIT PAYMENT TDs
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~1- RETAIN LOWER PORTION FOR YOU RECORDS 4~
REV-1547 EX AFP C12-09~ NOTICE Of INHERITANCE TAX APPRA~ISEI~ ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSE SMEWT OF TAX
ESTATE OFs SMITH CHARLES VFILE N0.:21 09-0894 ACN: 101 DATES Ob-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE Of RETURN BASED ON: ORIGINAL RETURN
1. Real Estato CSchodulo A) Cl) •0 0 NOTE: To ensure proper
2. Stocks and Bonds CSehodule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership interest CSchodulo C) C3) . of this form with your
4. Mortgages/Notes Receivable CSehodule D) C4) •0 0 tax payment.
5. Cash/Hank Deposits/Misc. Personal Property CSchodulo E) C5) 48,544.22
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers CSchedulo 6) C7) .0 0
8. Total Assets C8) 48,544.2'2
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exponsos/Adm. Costs/Misc. Exponsos CSchedulo H) Cg) 3.6 9 2
10. Debts/Mortgage Liabilities/Lions CSchodulo I) C10) 8,9 7 4.1 3
11. Total Deductions C11) 1.2,666.1.
12. Not Value of Tax Return C12) 35,878.0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estato Subject to Tax C14) 35,678.0'
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fi0ures that include the total of ALL returns assessed to data.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 _, .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ,_Q D x 0 45 ' .0 0
17. Amount of Lino 14 at Sibling rate C17) 35..878 _ D9 X 12 ~ 4, 305.3
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 )( 1 5 .0 0
19. Principal Tax Due C19)= 4,305.3.
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-05-2010 CD012425 .00 4,305.37
TOTAL TAX PAYMENT 4,305.37.
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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS'.. ~