HomeMy WebLinkAbout07-09-10NOTICE OF INHERITANCE TAX pennsylvanla ~
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~Q,~ ,D•.k~UC~~~r~~AND
ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 i iF,. '4.~i ..% '~1M! '.%` '~ it qtr » ,~
HARRISBURG PA 17128-0601
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ESTATE OF SMITH
DATE OF DEATH 02-10-2009
C~..~~i'~ (~+~ FILE NUMBER 21 09-0273
QRPN:~~ S ~'(~L~~T COUNTY CUMBERLAND
WILLIAM B SMITH ~~ ~i..~ri~ -~' ,~':``•.#E~; ~';`~~ • ~~, ACN 101
607 BALTIMORE RD APPEAL DATE: 09-03-2010
S H I P P E N S B U R G P A 17 2 5 7 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-'~ _ _______________
CUT ALONG THIS LINE
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH IDA MFILE N0.:21 09-0273 ACN: 101 DATE: 0'7-05-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 62, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .0 0
C) (3) of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
t (8) 62, 000.00
8. s
Total Asse
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12,0 0 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
C11) 12, 000.00
11. Total Deductions C12) 50, 000.00
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14 f Estate Subject to Tax
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N (14) 50, 000.00
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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) 50,000.00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _~ 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
TAX (`RFDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT ,Q0
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRIICTIDNS~