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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DONALD F DAVIS ESq
PO BOX 205
NOTICE OF INHERITANCE TAX
APP~,~-,~SEM,ENT;-,L, l~'~1~IANCE OR DISALLOWANCE
4#1F .D~#3UCTIb ~ND ASSESSMENT OF TAX
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NEW KINGSTON PA 17072
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-:L547 EX AFP C12-09)
DATE 03-08-2010
ESTATE OF RICHARDSON THELMA P
DATE OF D~ATH 01-19-2009
FILE NUMBER 21 09-0152
COUNTY CUMBERLAND
ACN ' 101
API~EAL DATE: 05-07-2010
(Seel reverse side under Objections)
Amount Re I fitted
MAKE CHEC PAYABLE AND REMIT PAYMENT T0:
REGIS ER OF WILLS
1 COU THOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS-_LINE-- - ~ R_ETA_IN LOWER POR_TION_ FOR YO R RECORDS ~ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAIS MENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASS SSMENT OF TAX
ESTATE OF: RICHARDSON THELMA PFILE N0.:21 09-01521 ACN: 101 DATE: 03-08-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) ' .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) I .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)~ 4,327.25
6. Jointly Owned Property (Schedule F) (6)__i .0 0
7. Transfers (Schedule G) (7) ~, 126,537.77
8. Total Assets c8) 130 , 865.02
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) I 2,9 6 9.4 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 'I .0 0
11. Total Deductions C11) 2, 969.47
12. Net Value of Tax Return ', C12) 127,895.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSche~ule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 127,895.55
NOTE: If an assessment was issued previously, lines 14, ~5 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL ret~rns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) ' .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ~i.55 X 045 = 5,755.30
17. Amount of Line 14 at Sibling rate C17) ~ X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 5, 755.30
TAX CREDITS: I
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) II AMOUNT PAID
04-17-2009 CD011135 46.53 884.00
04-17-2009 CD011136 230.91 4,387.21
09-10-2009 CD011732 .00 220.53
TOT L TAX PAYMENT 5,769.18
BAL NCE OF TAX DUE 13.88CR
INT REST AND PEN. .00
'TOTAL DUE 13.88CR
* 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 OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (Ot-10) ~ ~ ~ '~,~ •
~ enns lvan~a INHERITANCE TAX
p Y
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po BoX 2soso~
DECEDENT'S NAME ' FILE NUMBER
Richardson, Thelma 2109-0152
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CH~INGES
Accepted revised return.
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