HomeMy WebLinkAbout01-25-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~,.W ,, ~ . ~ S AND ASSESSMENT OF TAX
PO BOX 280601 ~~~.~/ , ~!°~ ~.•a ~~
HARRISBURG PA 17128-0601
pennsylvania ;-
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
LQIL.,~~~ Z5 PM ~~ .~ ~ DATE 01-16-2012
ESTATE OF SMITH MARGARET H
1C~ DATE OF DEATH 10-21-2010
~p~~Ct~~A~, ~~ FILE NUMBER 21 10-1065
~Jf~r~v~~ ~~T COUNTY CUMBERLAND
DAVID R GETZ ESQ a~~~~] ~„ PA ACN 101
508 N 2ND ST ` APPEAL DATE: 03-16-2012
PO BOX 845 (See reverse side under Objections)
HARRISBURG PA 17108-0845 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS t--
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH MARGARET HFILE N0.:21 10-1065 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 158,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
00 Submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,321.71
6. Jointly Owned Property (Schedule F) (6) 318, 076.29
7. Transfers (Schedule G) (7) 299,947.49
8. Total Assets C8) 780 , 345.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 36.611.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1>8 79.00
11. Total Deductions C11) 38,490.74
12. Net Value of Tax Return C12) 741 , 854.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 741,854.75
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 741 .854 - 7~, X 045 = 33, 383.46
17. Amount of Line 14 at Sibling rate C17) -~ ~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 - .00
19. Principal Tax Due C19)= 33, 383.46
TAX CREDITS:
PAYMENT RECEIPT DISCDUNI t+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-08-2010 CD013758 1,052.63 20,000.00
12-20-2010 CD013812 473.68 9,000.00
08-22-2011 CD014875 .04- 2,857.19
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-23-2011 TOTAL TAX PAYMENT 33,383.46
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 7.46
TOTAL DUE 7.46
~ 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.