HomeMy WebLinkAbout09-17-10~F r~ ~-•r•. r{ ,-Zr-r_f~T ~ E OF INHERITANCE TAX Pennsylvania ~- ~
''" R]~t~~~f ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ` ' ~~ . TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
INHERITANCE TAX DIVISION ~ ..~ ~. i1 • ~.~F,,i F
PO BOX 280601
HARRISBURG PA 17128-0601
2010 S£P i 7 AN I 1 ~ 54
CLERK Cfi
aR~r~ra°s co~~R~
STANLEY A SMITH ESQ
1 S MARKET SQUARE
PO BOX 1146
HARRISBURG PA 17108
DATE 09-14-2010
ESTATE OF FRAME ERNESTINE H
DATE OF DEATH 12-11-2009
FILE NUMBER 21 10-0104
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-13-2010
(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 ---- ~ --RETAIN LOWER PORTION FOR YOUR RECORDS F~
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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: FRAME ERNESTINE HFILE N0.:21 10-0104 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
13,446.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 71,5 51.92
6. Jointly Owned Property (Schedule F) (6) 10,392.84
7. Transfers (Schedule G) (7) 75, 044.38
8. Total Assets C8) 170 , 435.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 20.4 88.05
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,679.41
11. Total Deductions C11) 23, 167.46
12. Net Value of Tax Return
(12) 147 267.68
~
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 147,267.68
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 C15) .00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 147 .267.68 x 045 = 6,627.05
17. Amount of Line 14 at Sibling rate (17) .DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 6,627.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-08-2010 CD012426 310.53 5,900.00
07-13-2010 CD013058 .00 416.52
TOTAL TAX PAYMENT 6,627.05
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.