HomeMy WebLinkAbout7-23-12I~O~~F INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~'.~~~~~~~~~~ LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~`t,,~r~~'-~E~C10'~~~IS AND ASSESSMENT OF TAX
PO BOX 280601 ~ F;~-~-"~u 4'-" ~ `"' ~' ' ~ '~"~
HARRISBURG PA 17128-0601
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ANDREW C SHEELY ESQ~~~~C~~-~~'~~' ~'~" PA
127 SOUTH MARKET ST
PO BOX 95
MECHANICSBURG PA 17055-0095
C1) 240 , 000.00
c2) .00
c3) .00
c4) .00
c5) 61 , 793.52
c6) .00
c7) .00
CUT-ALONG-THIS-LINE----- ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ -------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMYSER LUCINDA HFILE N0.:21 11-0752 ACN: 101 DATE: 07-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvan~a ~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 301 , 793.52
~9) 13 , 197.64
clo) 299,294.38
11. Total Deductions (11) 312,492.02
12. Net Value of Tax Return C12) 1 0 , 698 . 50 -
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax (14) 10 , 698 . 50 -
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) .0 0 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 0 4 5 = .00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 07-16-2012
ESTATE OF SMYSER LUCINDA H
DATE OF DEATH 06-20-2011
FILE NUMBER 21 11-0752
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-14-2012
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.