HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXI='~ ~ ~~ ~~.
INHERITANCE TAX nrvlsloN - OF;~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~,~,,.,; :' ~, ; i,'
HARRISBURG PA 17128-0601
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ORPHAN'S ~"Ot~R I
STEPHEN L BL~~~iq~R..;~+a`~~Q C•4! , ~p.
60 W POMFRET ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE ,
REV-1547 EX AFP (12-09)
DATE 09-20-2010
ESTATE OF SMITH HARRY W
DATE OF DEATH 07-10-2009
FILE NUMBER 21 09-0676
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(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----- ~ -RETA_IN-LOWER-PORTION FOR-YOUR-RECORDS- ~ --
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH HARRY WFILE N0.:21 09-0676 ACN: 101 -----------------
OR
DATE: 09-20-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 157, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,8 58.7 7 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) (5) 25, 900.00
6. Jointly Owned Property (Schedule F) (6) 6, 054.38
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 190 , 813.15
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 5.7 5 2.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,2 4 8.9 6
11. Total Deductions (11) 37,001.10
12. Net Value of Tax Return C12) 153,812.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 153,812.05
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 C16) 153.812.05 x 045 = 6,921.54
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 (19)= 6, 921 .54
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-08-2010 CD012592 .00 7,800.00
TOTAL TAX PAYMENT 7,800.00
BALANCE OF TAX DUE 878.46CR
INTEREST AND PEN. .00
TOTAL DUE 878.46CR
* 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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