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NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ 71'PP}&IUf,i¢BME~T~ ~ LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~,~r~ ~E~IUC~~O AND AS$ES:iMENT OF TAX REV-1547 EX AFP Q2-09)
PO BOX 280601 ~li_t_ti~, ! G 1 '3w, . i u,.:_;..:
HARRISBURG PA 17128-0601
ZOG9 DEC 29 AM ~0~ ~~ DATE 12-28-2009
ESTATE OF LEACH DOROTHY I
DATE OF DEATH 04-14-2009
C~•~t~f~ rr FILE NUMBER 21 09-0421
~~~h'{~~v~S'rn~~~T COUNTY CUMBERLAND
MICHAEL L BANGS LJP ;~_~__ ~, „ , . ACN 101
429 S 18TH ST APPEAL DATE: 02-26-2010
CAMP H I L L PA 17 011 (See reverse side under Objections)
A~ount ReAitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !~
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEACH DOROTHY IFILE N0.:21 09-0421 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( )() CHANGED SEE ATTACHED NOTICE
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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~a tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) •~~
6. Jointly Owned Property (Schedule F) ~6) 15, 614.01
7. Transfers (Schedule G) (7) .00
B. Total Assets cs) 15,614.01
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) I9) 8.31 5.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,81 1.68
11. Total Deductions X11) 10, 126.92
12. Net Value of Tax Return C12) 5,487.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 5,487.09
NOTE: If an assessaent was issued previously, lines 14, 15 and/'or 16, 17, 18 and 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 5.487.09 X 045 = 246.92
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 246.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
n~_no_~nna cnn~I47n 4.47 84.95
PAYMENT MUST BE MADE BY 01-14-2010*. TOTAL TAX PAYMENT 89.42
BALANCE OF TAX DUE 157.50
INTEREST AND PEN. .00
TOTAL DUE 157.50
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
s ~~
REV-7470 EX (8-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-O60t
DECEDENTS NAME FILE NUMBER
Leach, Dorothy I. 2109-0421
REVIEWED BY ACN
Justin R. Gilmore
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
H 3 The claim for family exemption cannot be made against non-prob»te assets as the
exemption comes from Chapter 31 of the Probate, Estates and Fidiuciary Code.
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