HomeMy WebLinkAbout10-23-06
10-23-2006
SMITH
06-12-2005
21 05-0576
CUMBERLAND
101
APPEAL DATE: 12-22-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWIN A FILE NO. 21 05-0576 ACN 101 DATE 10-23-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICErOF,INHERITANCE TAX
I -A1':P.RA.ISEMENl,'ALloWANCE OR DISALLOWANCE
OF'DEDUCTIONS AND ASSESSMENT OF TAX
, 1 l'ATE
t '-ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
SMITH
REV-1547 EX AFP (06-05)
EDWIN
A
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
575.00 X 00 = .00
130,229.00 X 045 = 5,860.31
.00 X 12 = .00
.00 X 15 = .00
(19)= 5,860.31
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
145,000.00
.00
.00
.00
15.629.00
575.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
liD)
30,400.00
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
161,204.00
30.400 00
130.804.00
.00
130,804.00
,-,.. n"," I ,,"',,"'.., l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-02-2005 CD005749 293.02 6,500.00
TOTAL TAX CREDIT 6,793.02
BALANCE OF TAX DUE 932.71CR
INTEREST AND PEN. .00
TOTAL DUE 932.71CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. .'\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D\.II=-'"'\
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)--U
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
SMITH, Edwin A.
FILE NUMBER
Kathy Leo
ACN
2105-0576
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F 1
Joint bank accounts are taxable outright to the joint tenant before determining residue.
ROW
Page 1