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BUREAU OF INDIVIDUAL TAXESy
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-Ob01
_ _ NOTICE OF INHERITANCE TAX
~~ At'PR~-;IS,EhtENT, ALLOWANCE OR DISALLOWANCE
OF ,DEDUCTIONS AND ASSESSMENT OF TAX
C~RPNA~--` ~~,~ ,G T
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ROBERT L KNUP~'~~` ~ -
407 N FRONT ST
PO BOX 630
HARRISBURG PA 17108
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DEPARTMENT OF REVENUE
REV-:L547 EX AFP t12-D9)
DATE 08-09-2010
ESTATE OF GUILLES MARY M
DATE OF DEATH 11-23-2009
FILE NUMBER 21 09-1153
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-08~-2010
(See reverse side under Obje~~tions)
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_ ~'-- _
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GUILLES MARY MFILE N0.:21 09-1153 ACN: 101 _.- _______________
-
I)R
DATE: 08-09-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED t X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 297,708.72 credit to your account,
. 00 =submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) . of this form with your
4. Mortgages/Notes Receivable tSchedule D) t4) 46 , 885.34 t:ax payment .
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) 13,210.6 9
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers tSchedule G) t7) 1$5,873.65
t
A c8) 543, 67$ . 40
8. sse
s
Total _
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) C9) 3 6,2 38.01
10. Debts/Mortgage Liabilities/Liens tSchedule I) t10) 29,614.91
t 11) 65, 852.92
11 . Total Deductions _
C12) 477,825.48
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts _
tSchedule J) t13) _ 2,0 0 0.0 0
1 tate Subject to Tax
f E
t V
l
N t14) 475,825.48
4. s
a
ue o
e _
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 t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 4b4.271 .94 x 045 = 20,892.15
17. Amount of Line 14 at Sibling rate t17) 1 0 . X53 _ 54 X 12 _ 1 , 266 .42
18. Amount of Line 14 taxable at Collateral/Class B rate t18) 1 , 000.00 X 15 ~ 150.00
19. Principal Tax Due t19)= 22, 308.57
TAY f'R~TITTC r
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-02-2010 CD012310 1,105.26 21,000.00
05-21-2010 CD012782 .00 203.34
TOTAL TAX PAYMENT 22,308.60
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F"OR INSTRUCTIONS. ,
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REV-t470 EX (01-10)/ ,
~ ('1'111S ~Val'11c~ INHERITANCE TAX
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DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
1 1 - 1
DECEDENT'S NAME FILE NUMBER
Mary M. Guilles 2109-1153
REVIEWED BY ACN
Destiny S.R. Brown 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
Total on Schedule I,H was not correctly carried forward to recapitulation page.
Row Page 1