HomeMy WebLinkAbout06-01-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT L SMELTZ JR
4 WHEATLAND DR
MECHANICSBURG PA 17050-1600
~ ,.~ CAF F INHERITANCE TAX
AW~ '~ ~ANCE OR DISALLOWANCE
OFt~~~t;~P"i L; ~~ ~~D ASSESSMENT OF TAX
Pennsylvania ~~-
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11>
DATE 05-28-2012
ESTATE OF SMELTZ JOAN I
DATE OF DEATH 12-01-2010
FILE NUMBER 21 10-1239
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2012
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: SMELTZ JOAN TFILE N0.:9t to-t~a9 ACNe lnl 1]ATFe n~_~a_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 114,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 9,078.78 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,346.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 131 , 424.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 10.153,00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3 0>4 77.0 0
11. Total Deductions C11) 40,630.00
12. Net Value of Tax Return C12) 90,794.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 90,794.00
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 9n .794.00 x 045 = 4, 085.77
17. Amount of Line 14 at Sibling rate C17) .n0 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)= 4,085.77
TAX CREDITS:
r,.,neni eeti.tiri DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-19-2011 CD015358 .00 4,085.77
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-20-2011 TOTAL TAX PAYMENT 4,085.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. 36.52
TOTAL DUE 36.52
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL 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.(
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