HomeMy WebLinkAbout02-24-12N TICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION t ( ~ QF`~ ;1R~000TIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 02-13-2012
ESTATE OF SMART III BENJAMIN H
DATE OF DEATH 12-11-2010
FILE NUMBER 21 10-1231
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-13-2012
(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 THIS LINE -'~ RETAIN LOWER PORTION FOR YOUR RECORDS E'- --------------
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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: SMART III BENJAMIN HFILE N0.:21 10-1231 ACN: 101 DATE: 02-13-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bands (Schedule B) (2) 65, 135.03 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21,650.00
6. Jointly Owned Property (Schedule F) (6) 348,887.50
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 435,672.53
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) Cg) 6.671.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 6,671.72
12. Net Value of Tax Return C12) 429,000.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 429, 000 .81
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 I15) 429,000.81 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0[1 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) _On X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
AMOUNT PAID
P DATE T I NUMBER I INTEREST/PEN 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" CCR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.