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~~ ,,~~ ~~. .~ T CE OF INHERITANCE TAX pennsylvan~a ~
-'~-~__.,,.1~~A•~~E, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES °~; ~ "~ ~p"t 'S"~ IONS AND ASSESSMENT OF TAX REY-1547 EX AFP C12-09)
INHERITANCE TAX DIVISION ; }~'~,`~~,a ~ *„~t~+
PO BOX 280601
HARRISBURG PA 17128-0601
20~D SEP I 0 AM 1~ ~ ~~ DATE 09-06-2010
ESTATE OF SMITH KATHLEEN M
-MAN'S COURT
KEITH 0 BRENNEM ~ ~~t, P~
44 W MAIN ST
MECHANICSBURG PA 17050
DATE OF DEATH 03-28-2010
FILE NUMBER 21 10-0399
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-05-2010
(See reverse side under Objections
Amount Reaitted
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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH KATHLEEN MFILE N0.:21 10-0399 ACN: 101 DATE: 09-06-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 80, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 'th u
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)
C4)
.00
C5) 2, 096 . b7
C6) 157, 949.79
c7) 20,382.40
of this form wi yo r
tax payment.
Cs) 2b0 , 428.8b
C9) 14 , 071.90
Clo) 14,820.31
C11) 28,892.21
11. Total Deductions 65
536
231
12. Net Value of Tax Return C12) .
,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 231 , 536 . b5
NOTE: If an assesswent 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?~1 . ~;6 _ 6S x 045 = 10 , 419.15
17. Amount of Line 14 at Sibling rate C17) _d 0 X 1 2 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C 19)= 10 , 419.15
TAY f QFTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-17-2010 CD012934 520.96 11,893.20
TOTAL TAX PAYMENT 12,414.1b
BALANCE OF TAX DUE 1,995.O1CR
INTEREST AND PEN. .00
TOTAL DUE 1,495.O1CR
* 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.
REV-1470 EX (01-10) ~ ~
~ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS NAME FILE NUMBER 2110-0399
Smith, Kathleen
REVIEWED BY ACN
Justin R. Gilmore 101
SCHEDULE ( NO I EXPLANATION OF CHANGES
Changed tax rate from 15 percent to 4.5 percent since astep-child is a lineal beneficiary.
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