HomeMy WebLinkAbout10-26-12tg NNO~TpI SCE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES ~p1S~"IlEyLi.Li,DWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION RR6~ I9~~Q1~D ~~flD ASSES$MENT OF TAX DEPARTMENT OF REVENUE
PD BOX 290601 ('~[[(?,~-r-. ~.,- ,~y REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-9601 FLC~J ~ ~ (~ '„j j' ', ~; ~~, ~ j
~~124Ct26 A~4!l~35
STEOHEN D TILEY ORPHh~iV~S CtJL~Rr
5 S HANOVER ST CIJb"BERLAND CO., PA
CARLISLE PA 17013-3307
DATE LO-22-2012
ESTATE OF SMITH LEROY D
DATE OF DEATH 09-22-2011
FILE NUMBER 21 L1-1055
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-21-2012
(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 REC O_RDS (~-~
---'--'---------------- -----'--'--'--'--'--'--
REV-1547 EX AFP (12-117 N07ICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH LEROY DFILE H0.:21 11-1055 ACN: 101 DATE: 10-22-2012
TAX RETURN WAS• (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: 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 CSChetlula D)
5. Cash/Bank Deposits/Misc. Personal Property CSChetlula E)
6. Jointly Owned Property (Schedule F7
7. Transfers (Schetlule G)
8. Total Assets
APPROVED DEDUCTIONS AHD EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (SChetlule H)
10. Debts/Mortgage Liabilities/Liens (Schetlule I)
(1)
(z7 103,800.00
.00
(3) .00
(4) 21,025.00
(g) 60,237.00
ce) .00
(7) .00
NOTE: To ensure proper
cratlit to your aC<punt,
submit the upper portion
of this form with your
tax payment.
(e) 18 .06 .00
(97 R.386.00
c1 o) 87 .00
11. Total Detluctions
12.
Net Value of Tax Return (il) 9,261.00
13.
Charitable/G C12) 175,801.00
overnmental Bequests; Non-elected 9113 Trusts (Sch
tl
l
14
Net V
l e
u
e J)
(137
•00
. a
ue of Estate Subject to Tax
(14) - 175.801.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16
17
18 d/
reflect figures that
include the total
of all
retu ,
, an
or 19 will
ASSESS
MENT OF TAX• rns assessed to date.
15. Amount of Line 14 at spousal rate
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rate
18. Ampunt of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X DO .00
(lc) )7 ~.nn) nn X 045 = 7.911.05
an ^n x 12 =
.00
(19) .00 x 15 = .00
a 9)= 7,911.05
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-08-2011 CD015185 342
11
07-24-2012
CD016296 . 6,500.00
10-15-2012
SBADJUST .O1- 1,068.95
.00 2.79
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 7,911.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT (C R), VOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.