HomeMy WebLinkAbout01-12-15 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 AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 01-12-2015
ESTATE OF SMITH JR TERENCE G
DATE OF DEATH 10-04-2013
FILE NUMBER 21 13-1246
COUNTY CUMBERLAND
OSZUSTOWICZ JOHN C ACN 101
104 S HANOVER ST APPEAL DATE: 03-13-2015
CARLISLE PA 17013-3420 (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 RETAIN LOWER PORTION FOR YOUR RECORDS
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH JR TERENCE GFILE NO. :21 13-1246 ACN: 101 DATE: 01-12-2015
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) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,212.28
6. Jointly Owned Property (Schedule F) (6) 285. 14
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 8,497.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,84 6.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,378.75
11. Total Deductions (11) 11,225.43
12. Net Value of Tax Return (12) 2,728.01-
13.
,728.01-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,728.01-
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) -(I0 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 C18) .00 X 15 = .00
19. Principal Tax Due (19)= c= 00
TAX CREDITS: .� `_rn rn rri
PAYMENT RECEIPT DISCOUNT (+) �7 C'- G?
AMOUNT PAID M
DATE NUMBER INTEREST/PEN PAID C-) M ZZ, (/)
11-20-2013 CDO18430 .00 12: 9- 1 F-► "-�"rn rn
�
l
= r10tr a
-n
c
TOTAL TAX PAYMElo W '12119
BALANCE OF TAX->DUE F Cn1121 19CR
INTEREST AND PEN. .00
TOTAL DUE 12. 19CR
* 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. \