HomeMy WebLinkAbout02-07-11NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL a('[r$~~}r<<~~: ~„A>P~ fiSEMENT, ALLOWANCE OR DISALLOWANCE DEIpARTMENT OF REVENUE
INHERITANCE rax DIVISION ~ ~ '''~'F~EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 :- _ i ~ REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601 r";~ ~-`-'~
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CARLISLE PA 17013
DATE 01-25-2011
ESTATE OF SMITH JACKSON M
DATE OF DEATH 08-08-2010
FILE NUMBER 21 10-0806
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-26-2011
(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 T_H IS L INE _ --1 R_ ETA_ IN LOWER PO R
TION
FOR YOUR RECO
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: SMITH JACKSON MFILE N0.:21 10-0806 ACN: 101 DAT
E: 01-25-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X)
APPRAISED CHANGED SEE ATTACHED NOTICE
VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 40, 000
00
2. Stocks and Bonds (Schedule B)
(2) .
4,278.16 NOTE: To ensure proper
credit to your account
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
.0 0 ,
:submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
~~ of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) •
16, 170.00 'tax payment.
6. Jointly Owned Property (Schedule F) C6) 63, 243.14
7. Transfers (Schedule G) (7) 28, 235.97
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 151,927 27
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 2
(9)__
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4, 7 7 ~1
6,1b1.5 0
11. Total Deductions
12. Net Value of Tax Return (11) , _ 30,439.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch
d
l (12) - 121,4 8 8.2 6
e
u
e
14. Net Value of Estate Subject to Tax J)
(13) . 00
(14) 121 , 488.26
_ _
NOTE: If an assessment was issued previously,
1
d
reflect figures that include the total of
ALL retu , o and 19 will
rns
ASSESSMENT OF TAX• a
ssessed
to d t
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
11-01-2010 CD013574 274.76
11-22-2010 CD013685 .00
(15) .00 X 00 = .00
(16)- ~?0.63 nn x 045 = 5,428.49
cln no x 12 = _ .00
(18) 855.26 X 15 = 12$.29
(19)_ 5,556.78
AMOUNT PAID
,220.50
335.27
TOTAL TAX PAYMENT 5,830.53
BALANCE OF TAX DUE 273.75CR
INTEREST AND PEN. _ .00
TOTAL DUE 273.75CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ((:R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX nJ1-10)
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
RRI B PA 171 8-0601
DECEDENT'S NAME
Jackson M. Smith
REVIEWED BY
Sheila Megonnell
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2110-0806
ACN
101
ITEM _
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 2 & Jointly-Owned Accounts are taxable outright to the beneficiary before determining
3 residue.
G 1, 2, 3 Transfers are taxable outright to the beneficiaries before determining residue.
&4
ROW
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