HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX _ +
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 r�'1R8' gADED OFFICE OF�
HARRISBURG PA 1
REGISTER OF WILLS
DATE 12-22-2014
2011 DEC is Fir, 11 is ESTATE OF SMITH DUANE R
i' DATE OF DEATH 04-08-2014
CLERK OF FILE NUMBER 21 14-0694
@R'PHANS,VQCi'c�T A COUNTY CUMBERLAND
TRIMME ACN 101
PO BOJ(„MRLAtID C111., PA APPEAL DATE: 02-20-2015
MECHANICSBURG PA 17055-0659 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAINLOWERPORTION FORYOURRECORDS --------------
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH DUANE RFILE N0. :21 14-0694 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: C 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 272,939.00
B. Total Assets (8) 272,939.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 272,939.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 272,939.00
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) 272,939.00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -n-f) x 045 = .00
17. Amount of Line 14 at sibling rate (17) AD X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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.