HomeMy WebLinkAbout09-03-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION �F DEDUCTI�NS AND ASSESSMENT OF TAX REV-1547 IX AFP CO3-13)
PO BOX 280601
HARRISBUR6 PA 17128-0601
���',Q���� n�--� �.,,,.,. �� DATE 09-02-2013
v� ` ��`� ESTATE OF SMITH WALTER J
����� f��� �� �=�R=y�.� DATE OF DEATH 09-2b-2012
��I� ��:� � Q � FILE NUMBER 21 12-1104
t � ,�� 2� COUNTY CUMBERLAND
MATEYA MARK A
ACN 101
55 W CHURCH AVE �L���( �f APPEAL DATE: 11-01-2013
CA R L I S L E P A Q�b���0�����,, (See reverse side under Objections)
���,��'����� ��++ P A■ount Re�itted
� MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP CO2-13� NOTICE UF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH WALTER JFILE N0. :21 12-1104 ACN: 101 DATE: 09-02-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ? CHAN6ED ' •
APPRAISED YALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 � �
1. Real Estate CSchedule A) C1� .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2� .0 0 credit to your account,
.0 0 submft the upper portion
3. Closely Meld Stock/Partnership Interest CSchedule C) C3) of thfs form with your
4. Mortpages/Notes Receivable (Schedule D) (4) •�� tax payment. •
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) � 1 3,8 3 0.0 2
6. Jointly Owned Property CSchedule F? (6) •o-0
7. Transfers CSchedule G) �7� •�� �
8. Total Assets C8) 13.830.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.. Funeral Expenses/Adm. Gosts/Misc. Expenses tSchedule H) C9� .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) �lp� .00
11. Total Deduetfons C11) .0 0
12. Net Value of Tax Return C12� 13,830.02
13. Charitable/�overnmental Bequests; Non-elected 9113 Trusts CSchedule J) �lg� .0 0
14. Nst Value of Estate Subject to Tax C14� 229,118.31
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, 17, 18 and/or� 19 will
reflect finures that include the total of all returns assessed #o date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16? -�� X 0 4 5 = .0 0
17. Amount of Line 14 at sibling rate (17) 229•118-�7_ X 12 = 27,494.19
18. A�nount of Line 14 taxable at collateral �ate C18) .00 X 15 = .00
19. Principal Tax Due � c19�= 27,494.19
TAX CREDITS:
PAYMENT : RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-26-2012 CD016461 1,234.32 23,452.00
05-31-2013 CD017b92 .00 1,688.27
07-11-2013 CD0178b2 1.38- 1,659.60
TOTAL TAX PAYMENT 2g,032.81
BALANCE �F TAX DUE 538.62CR
INTEREST AND PEN. .00
TOTAL DUE 538.62CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.