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r'~ ,- '-` '--R4TI~II~E t~'F°' INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AF~PR-AI~~MENY, A~`LOWANCE OR DISALLOWANCE
INHERITANCE ra,x DIVISION ~ ~4F 'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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PETER J RUSSO
STE 100
5006 E TRINDLE RD
MECHANICSBURG PA 17050
Pennsylvania ~
DEPARTMENT OF REVENUE i
RE'V-1547 ESC AFP C12-09)
DATE 10-11-2010
ESTATE OF TACEY STEPHANY
DATE OF DEATH 05-12-2009
FILE NUMBER 21 09-0574
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-10-2010
(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- F'--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TACEY STEPHANY FILE N0.:21 09-0574 ACN: 101 DATE: 10-11-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE .ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) tl) 193, 900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this farm with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) (5) 5,54 3.9 7
6. Jointly Owned Property (Schedule F) (6) 966, 133.79
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 1 , 165, 577 .76
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9) 5 6,3 5 8.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 51 , 696.00
11. Total Deductions tll) 108, 054.46
12. Net Value of Tax Return t12) 1 , 057, 523.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13] .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 057, 523.30
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 x 00 = .00
C16) _ DO x 045 = . 00
c17) 1 .054 , 1b0 _ 65 x 12 = 126, 499 .28
c18) 3,362.65 x 15 = 504.40
c19)= 127, 003.68
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-10-2010 CD013181 .00 20,000.00
08-10-2010 CD013182 .00 7,794.00
08-10-2010 CD013184 .00 98,064.56
08-10-2010 CD0131$3 .00 35.00
INTEREST IS CHARGED THROUGH 10-26-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 125,893.56
BALANCE OF TAX DUE 1,110.12
INTEREST AND PEN. 2,510.10
TOTAL DUE 3,620.22
~ 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.
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DEPARTMENT OF REVENUE
BUflEAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Tracey, Stephany 2109-0574
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
1 8 The deduction for real estate settlement costs is reduced from $30,202.09 to $22,408.69 as
escrow for inheritance tax is not an allowable administrative expense„
9 The deduction for real estate settlement costs is reduced from $39,360.03 to $19,360.03
as escrow for inheritance tax is not an allowable administrative expense.
ROW
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