HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES-' ~ kP~'AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1S1oN _ ~ ," ~~F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _. '_ _ _ _
HARRISBURG PA 17128-0601
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1 W MAIN ST
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 07-26-2010
ESTATE OF SMITH HELEN L
DATE OF DEATH 12-11-2009
FILE NUMBER 21 09-1179
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH HELEN LFILE N0.:21 09-1179 ACN: 101 _______________
OR
DATE: 07-26-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 58,443.82
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 44, 988.08
8. Total Assets c8) _ 103,431.90
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 19.7 2 9.2 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 19, 729.23
12. Net Value of Tax Return C12) - 83,702.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax C14) 83, 702.67
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 83.702.67 x 045 = 3, 766.62
17. Amount of Line 14 at Sibling rate (17) _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 C19)= 3, 766.62
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-10-2010 CD012433 186.52 3,543.84
05-04-2010 CD012693 .00 36.26
TOTAL TAX PAYMENT 3,76b.62
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 INSTRUCTIONS.
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