HomeMy WebLinkAbout04-07-14 NOTICE OF INHERITANCE TAX pennsytvan1a
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE W DEPARTMENT OF REVENUE
BUREAU of INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO ed% 280602 REV-1547 EX AFP (00-13)
HARRISBURG PA 17128.0601
DATE 04-07-2014
ESTATE OF SMITH THRESSA E
DATE OF DEATH 07-10-2012
FILE NUMBER 21 12-0858
OLSEN LINDA J COUNTY CUMBERLAND
ACN 101
STE 202 APPEAL DATE: 06-06-2014
2000 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 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 f---
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REV-1547 EX AF COS-131 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH THRESSA EFILE NO. :21 12-0858 ACN: 101 DATE: 04-07-2014
TAX RETURN WAS: C X7 ACCEPTED AS FILED C J CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •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 CJ (3) .00 of this form with Your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax..payla9t.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)- '00c'> s
6. Jointly Owned Property (Schedule F) (6) •ODD Z7 6C'J n
7. Transfers (schedule G) (7) 19,580.40a T in- C
S. Total Assets t 19,500-a
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9) 15,08 - T.
16. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •DB'D Q -rI < -n
Q
11. Total Deductions
12. Net Value of Tax Return ( Fad'S dyf*4
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (137 m •�
14. Net Value of Estate Sub9ect to Tax (14) 85,829.34
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 88 = •00
16. Amount of Line 14 taxable at lineal rate (16) RR.899.34 x 045 = 3,862.32
17. Amount of Line 14 at sibling rate (17) -OD x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,862.32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-09-2012 CDO16621 184.21 3,500.00
06-26-2013 REFUND .00 667.21-
07-02-2013 CDO17839 1 ,54- 886.65
TOTAL TAX PAYMENT 3,902. 11
BALANCE OF TAX DUE 39.79CR
INTEREST AND PEN. .00
TOTAL DUE 39.79CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE T
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 1