HomeMy WebLinkAbout04-08-11 (2)NOTICE OF INHERITANCE TAX
~ ~ '~~ aPPRAIIENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAX(=S
INHERITANCE TAX DIVISION ~: Q~~, ~ UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .... _ _ _ , . s. ,i
HARRISBURG PA 17128-0601
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1013 MUMMA RD
LEMOYNE PA 17043
Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 03-28-2011
ESTATE OF SMITHSON ROSS W
DATE OF DEATH 04-10-2010
FILE NUMBER 21 10-0497
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-27-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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 C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITHSON ROSS WFILE N0.:21 10-0497 ACN: 101 DATE: 03-28-2011
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)
(1) •0 0 NOTE: To ensure proper
(2) ,QO credit to your account,
(3) •00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) 61 , 993.21
c6) 17,560.48
c7) 260,741.58
c8) 340,295.27
Iq) 11.172.46
clo) 1,775.03
11. Total Deductions cll) 12,947.49
12. Net Value of Tax Return X12) 327,347.78
13. Charitabl e/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 327,347.78
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3?7.347.78 X 045 = 14,730.65
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 14,730.b5
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-08-2010 CD013033 736.53 14,000.00
03-21-2011 REFUND .00 5.88-
TOTAL TAX PAYMENT 14,730.65
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. /7