HomeMy WebLinkAbout07-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~'~ '`h `A~~',R~Afi~E:1''~'~ti ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION , -;Q~; DE~~i~~''ION$ AND ASSESSMENT OF TAX
1 ~~F
PO BOX 280601 ( i~.:_:z,i.i ; :_ i `, `v+t + (~ .'; -
HARRISBURG PA 17128-Ob01
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STANLEY A SMITH ~~''-r~~' ~r-`'!~, it ~_! ~N,
PO BOX 1146
1 S MARKET SQ
HARRISBURG PA 17108-1146
cl) .00
t2) 227,010.00
t3) .00
t4) .00
t5) 11,300.00
tb) .00
t7) 65,468.00
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f- _ ______________
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: BERRY LINDA JFILE N0.:21 09-1047 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE ,_
REV-1547 IX AFP t12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 303,778.00
t9) .00
clo) .00
11. Total Deductions tll) .0 0
(12) 303,778.00
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
4 Subject to Tax
t
t
f E
t V
N
l (14) 303, 778.00_
.
1 a
e
ue o
s
a
e
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 t15) 303,778.00 X 00 = .00
lb. Amount of Line 14 taxable at Lineal/Class A rate tlb) , _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate t17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-) AMOUNT PAID
DATE 07-13-2010
ESTATE OF BERRY LINDA J
DATE OF DEATH 08-25-2009
FILE NUMBER 21 09-1047
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .00
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.~~~~^ ~y