HomeMy WebLinkAbout04-27-11~~ ` ` ,.C. ~t NOTICE OF INHERITANCE TAX pe1111S~/~V81118 ~ ~,
~, ~, APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVTDUAL TAXES
INHERITANCE TAX DIV~IS`lON ' ` OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
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DATE 04-18-2011
ESTATE OF SMITH KATHLEEN W
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T DATE OF DEATH 11-19-2010
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_ FILE NUMBER 21 11-0061
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COUNTY CUMBERLAND
WALLACE K SMITH
ACN 101
MAPLEWOOD STE 215 APPEAL DATE: 06-1 7-2011
5225 WILSON LANE (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
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: SMITH KATHLEEN WFILE N0 .:21 11-0061 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: (X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QO 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)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 21,210.63
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 21.210.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 12,342.50
12. Net Value of Tax Return C12) 8,868.13
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 8,868.13
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) 8,868.13 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~~ x 045 = .00
17. Amount of Line 14 at Sibling rate (17) ~0~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
~,~,nci~i rct~tiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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 DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.