HomeMy WebLinkAbout10-29-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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DEBRA HEIKES ~'
265 QUAKER MEETING ROAD ``'
WELLSVILLE PA 17365-9759
C1) , 00
C2) 120 , 241.35
c3) .00
C4) .00
c5) 39,893.99
c6) .00
c7) 92, 377 .50
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~--' _ _______________
REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH RUTH IFILE N0.:21 09-1196 ACN: 101 DATE: 10-25-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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)
pennsyLvan~a ~ r .
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09) r
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 252,512.84
c9) 7 , 742.35
Clo) 2,814.19
11. Total Deductions C11) 10,556.54
12. Net Value of Tax Return C12) 241 , 956.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 18,3 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 223,656.30
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 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) ??~ . 6tib _ 3D X 045 = 10 , 064.53
17. Amount of Line 14 at Sibling rate C17) . DO X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 10,064.53
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
OS-17-2010 CD013227 .00 10,064.53
TOTAL TAX PAYMENT 10,064.53
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.
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DATE 10-25-2010
ESTATE OF SMITH RUTH I
DATE OF DEATH 12-04-2009
FILE NUMBER 21 09-1196
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-24-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013