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_ NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES A~~RAI~~l~~(T`,.T ~K~.LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION .. OF DEI~UCTIOI~S AND ASSESSMENT OF TAX RE'V-1547 EX AFP C12-D9)
PO BOX 280601 ~` ~ ° '..
HARRISBURG PA 17128-0601
~I?I~ ~~t ~ ~ ~~,~ ~: ~:~ DATE 10-11-2010
ESTATE OF PALMER DORIS L
_,,,„~ DATE OF DEATH 10-25-2009
G~ ~'' ~~ FILE NUMBER 21 09-1036
~, ,~ ,
' ''~~'~' ~~ '-'~-..,. r COUNTY CUMBERLAND
FRANK H KELLY '''-~ ~ ACN 101
SUITE 34 APPEAL DATE: 12-10-2010
4 0 0 B R I D G E S T (See reverse side under Ohjections )
NEW CUMBERLAND PA 17070 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;
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PALMER DORIS LFILE N0.:21 09-1036 ACN: 101
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OR
DATE: 10-11-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 115, 000.00 NOTE: To ensure proper
C2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15,352.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 130,352.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 3,6 6 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,0 8 9.0 0
C11) 36,754.00
11. Total Deductions 598.00
93
12. Net Value of Tax Return t12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 93,598.00
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) 93 , X98 . 00 x 045 = 4 , 211 .91
17. Amount of Line 14 at Sibling rate C17) .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 C19 )= 4,211.91
TAY CRFT)TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-12-2010 CD013197 .00 4,211.91
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-13-2010
TOTAL TAX PAYMENT 4,211.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. 8.34
TOTAL DUE 8.34
* 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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