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APPRAISEMENT, /~f.l'..OWA.MCF ` F~FT'~'.kLIS~LLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,.. -~ '
INHERITANCE TAX DIVISION OF DEDUCTIONS~,A~I3.,Aw$ Ss;~Et~i'T OF TAX REV-1547 EX AFP C12-09)
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PO BOX 280601
HARRISBURG PA 17128-0601
~~I~JUL ~fA~-~#2~ S9 07-13-2010
ESTATE OF BORTH FRANK M
C~~~`~ OF DEATH 08-10-2009
CARPI-{~~.~~~•.~fii"-BER 21 09-0988
~~~hti,,r~r-f-~: •`D•~~y {.~ CUMBERLAND
JILL M WINEKA ESQ dCN •~f - 101
1719 NORTH FRONT ST APPEAL DATE: 09-11-2010
H A R R I S B U R G P A 1710 2 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ --RETAIN-LOWER-PORTION FOR YOUR RECORDS ~
------------------------ -----------------------------------------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BORTH FRANK MFILE N0.:21 09-0988 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 256,843.35 credit to your account,
.0 0 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) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 9,4 2 3.4 5
6. Jointly Owned Property (Schedule F) (6) 3,558.73
7. Transfers (Schedule G) (7) 84,633.05
c8) 384 , 458 .58
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9), 24,19 2.5 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 23,416.18
(11) 47,608.77
11. Total Deductions 336,849.81
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 336,849.81
NOTE: If an assessment 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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 336 .849.81. X 045 = 15, 158.24
17. Amount of Line 14 at Sibling rate (17) .0 0 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 (19>= 15, 158.24
TAY (•RFTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-10-2009 CD011977 736.84 14,000.00
04-14-2010 CD012610 .00 421.42
TOTAL TAX PAYMENT 15,158.26
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.-` ~ ~~~