HomeMy WebLinkAbout11-05-12~C_(.;vF'~ r` ~;~I-i ~Uq~p~Q~~ NOTICE OF INHERITANCE TAX ~ pennsylvarna
BUREAU OF INDIVIDUAL ,~ -1 ~ `,. 1R~!RI~'AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~~~~~ ~ ~- ' -- Q~F' DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP C09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
o~Pr~~a`~ ; Jv~ ~~.,T
STEPHEN D TILEY
5 S HANOVER ST
CARLISLE PA 17013-3307
DATE 10-29-2012
ESTATE OF SMITH HAZEL L
DATE OF DEATH 09-29-2011
FILE NUMBER 21 11-1083
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-28-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
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: SMITH HAZEL LFILE N0.:21 11-1083 ACN: 101 DATE: 10-29-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) cl) 80,000.00 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) c3) . of this form with our
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property cSchedule F)
7. Transfers cSchedule G)
Y
c4) • 00 tax payment.
c5) 12, 918.00
c6) .00
(7)
00
8. Total Assets c8) 92,918.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) cy) 11.6 34.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) c10) 46.9 77.00
11. Total Deductions (11) 58,611.00
12. Net Value of Tax Return c12) 34,307.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) c13) .00
14. Net Value of Estate Subject to Tax C14~ 34,307.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) ;4 • any _ nn x 045 = 1 , 543.82
17. Amount of Line 14 at sibling rate c17) _0 n X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .00
19. Principal Tax Due C19)= 1,543.82
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID c-)
AMOUNT PAID
12-09-2011 CD015310 77.19 1,975.00
TOTAL TAX PAYMENT 2,052.19
BALANCE OF TAX DUE 508.37CR
INTEREST AND PEN. .00
TOTAL DUE 508.37CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.