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NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES} If�IPEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
INHERITANCE TAX DlVftr F F1 C
PO BOX 2BO601 �.'ORDE0
HARRISBURG PA 17128-rG40j ILLS
STER OF W
DATE 11-10-2014
NOV 12 54 ESTATE OF SMITH SR WILLIAM S
DATE OF DEATH 10-09-2013
OF FILE NUMBER 21 13-1140
c,()1JR`T COUNTY CUMBERLAND
GREENE EARPHA�jesSICA, F, ACN 101
t, - �, 01-09-2015
STE clo@UMBERLA'X APPEAL DATE:
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 Amount Remittedi
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-- __6i---------------
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH SR WILLIAM SFILE N0. :21 13-1140 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C 7 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) 2,077.60 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) 25,350.45
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 130,871.25
8. Total Assets (8) 158,299-30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19,949.88
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 6,2 5.17
11. Total Deductions (11) 26,215.05
12. Net Value of Tax Return (12) 132,084.25
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 132,084.25
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) 139.nR4_2Fi X 045 = 5,943.79
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 (19)= 5,943.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-09-2014 CDO18626 94.35 1,792.56
07-10-2014 CDO19404 .33- 4,057.21
TOTAL TAX PAYMENT 5,943.79
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.