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NOTICE OF INHERITANCE TAX - pennsy vania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-IS47 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
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BBG`~ DATE 12-24-2012
ESTATE OF SMITH GARY L
j- n~ re) L t~ DATE OF DEATH 01-01-2012
l L 1 i `L i t FILE NUMBER 21 12-0063
G - E C COUNTY CUMBERLAND
MARK A MATEYA ACN 101
55 W CHURCH A&RIPHAINS" t, IF APPEAL DATE: 02-22-2013
CARLISLE C U M B B'R LW- P,3`- 3,2 0Z r (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG -THIS -LINE --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- 4 -
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH GARY LFILE NO.:21 12-0063 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 137, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 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) 3,590 .86
6. Jointly Owned Property (Schedule F) (6) 38, 948.23
7. Transfers (Schedule G) (7) 339, 177.84
8. Total Assets C8) 518,716.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18,978.06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,670.65
11. Total Deductions (11) 33, 648.71
12. Net Value of Tax Return (12) 485, 068.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0-
14. Net Value of Estate Subject to Tax (14) 485, 068.22
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) 485 , 1168 - 22 X 045 = 21,828.07
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 21,828.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-30-2012 CDO15772 1,082.11 20,560.00
09-28-2012 CDO16567 .00 185.96
TOTAL TAX PAYMENT 21,828.07
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" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.