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HomeMy WebLinkAbout12-19-11BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PD BOX 280601 HARRISBURG PA 17128-0601 GARY A SMITH 271 SPANGLERS MILL RD NEW CUMBERLAND PA 17070-2344 rA-; „-, NO~IC,~ OF INHERITANCE TAX "~~~.~p~;'~M.~p~,. ~~LOWANCE OR DISALLOWANCE '~,qF DEDUCTION'S AND ASSESSMENT OF TAX Pennsylvania ~~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-10) DATE 12-05-2011 ESTATE OF SMITH LAURA I DATE OF DEATH 02-24-2011 FILE NUMBER 21 11-0520 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 02-D3-2012 ( See reverse side under Objections ) Anount Re~itted~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE= SQUARE CARLISLE Ply 17013 ! i) 4-). CLERK; r_ r. RETAIN-LOWER_PORTION-FOR ~ 6 THIS LINE CUT ALON _YOUR _RECORDS ---------- ----------------- OR __ _____ _ REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPR AND AISEM ASSES ALLOWANCE ENT, SMENI- OF TAX DISALLOWANCE OF DEDUCTIONS LAURA IFILE N0.:21 11-0520 ACN: 101 DATE: 12-05-2011 ESTATE OF: SMITH TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAWGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN .00 NOTE: To ensure proper 1. Real Estate (Schedule A) (1) DO credit to your account, 2. Stocks and Bonds (Schedule B) C2) 00 submit the upper portion Closely Neld Stock/Partnership Interest (Schedule C) 3 C3) . DO of this form with your t . C 4 ) , ~.~- . tax paymen 4. Mortgages/Notes Receivable (Schedule D) 22, 131 .39 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,667.99 6. Jointly Owned Property (Schedule F) C6) ,00 7. Transfers (Schedule G) C7) 38 799 29 cs) . , 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 10.835.32 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) ,0 0 Liabilities/Liens (Schedule I) C10) 10. Debts/Mortgage 10,835.32 C11) 11. Total Deductions C12) 18,964.06 12. Net Value of Tax Return C13) ) .00 Charitable/Governmental Bequests; Non-elected 9113 Trusts 13 (Schedule J 06 964 18 . (14) . , 14. Net Value of Estate Subject to Tax sess~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will NOTE: If an as t include the total of th ALL returns assessed to date . a reflect figures ASSESSMENT OF TAX: , 00 X 00 = . 00 15. Amount of Line 14 at Spousal rate C15) ~_ ] g X 045 = 6 864 0 853.38 16. Amount of Line 14 taxable at Lineal/Class A rate C16) __ , ._ _ DO 12 = ,00 (17) X . 17. Amount of Line 14 at Sibling rate 15 = 00 .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) . X (19)= 853.38 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 38 3 07-21-2011 CD 14747 .00 . 85 TOTAL TAX PAYMENT 853.38 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE AFREFUND.DSEEIREVERSECS]:DEAOFATHISEFORM FOR)INSOTRUCTIONS DU FOR CALCULATION OF ADDITIONAL INTEREST.