HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFF (08-13)
PO BOX 280601
HARR ISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF SMITH WALLACE K
DATE OF DEATH 07-06-2013
FILE NUMBER 21 13-0806
COUNTY CUMBERLAND
SEEBER EDWARD P ACN 101
STE C400 APPEAL DATE: 04-18-2014
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5207 Amount Remitted I
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--- -----
R-E-V:-1-5-4-7--E-X--A-F-P--C-0-8:-1-3-)--N-O-T-I-C-E--D-F--I-N-H-E-R-I-T-A-N-C-E--T-A-X--A-P-P-R-A-I-S-E-M-E-N-T-,--A-L-L-O-W-A-N-C-E--O-R---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH WALLACE KFILE NO. :21 13-0806 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 submit the upper portion
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) 5,817.72
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 1 ,924.55
B. Total Assets (8) 7,742,27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,051 .92
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 45, 180 .43
11. Total Deductions (11) 52,232.35
12. Net Value of Tax Return (12) 44,490.081
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 44,490 .08-
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 tbldate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 x 00 - won,-)
16. Amount of Line 14 taxable at lineal rate (16) -nn x 045 .00�'.
17. Amount of Line 14 at sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 .00
19. Principal Tax Due
.00
TAX CREDITS: r
PAYMENT RECEIPT DISCOUNT (+) C'3 CD
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
TOTAL TAX PAYMENT .00
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.