HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE 7AX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF SMITH ROYCE E
DATE OF DEATH 01-13-2012
FILE NUMBER 21 12-0066
COUNTY CUMBERLAND
DEELEY EA ANN 0 ACN 101
STE 125 APPEAL DATE: 04-18-2014
4811 JPNESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17109 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH ROYCE EFILE NO. :21 12-0066 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •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) (3) 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) 36,416.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 36,416.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,918.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 27.785.00
11. Total Deductions (11) 33,703.00
12. Net Value of Tax Return (12) 2,713.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,713.00
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 2,7121 On X 044C.5 _ 122.00 _
17. Amount of Line 14 at sibling rate 417) -DO X 1P --.0�i
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 '.'
19. Principal Tax Due (1'9)= 122.00 ]
TAX CREDITS: ?
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-25-2013 CDO18313 3.77- 159.00 _! "-
J. Q
TOTAL TAX PAYMENT 155.23
BALANCE OF TAX DUE 33.23CR
INTEREST AND PEN. .00
TOTAL DUE 33.23CR
• 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. .�\