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,~,-~, N13~TtC-E,~,O-F INHERITANCE TAX pennsylvan~a ~
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~APPRA'IS'~h~EN~T~, ~~LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ! ~ r
INHERITANCE TAX DIVISION ~ ~~, ~ Df~~iCTlu~s AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~~~Q ~~a`~ ~9 ~~o ~~ ~$ DATE 11-22-2010
ESTATE OF WILEY JOAN W
~= ~" ~ ~' DATE OF DEATH 03- 12-2009
CI_.-~l;~l i-
C;(~~~-s~~,,~.(' s`'; ~`;;_J '^~T F I LE NUMBER 21 09 - 0257
(,'" , ,~', ` ~ ;: ~ _ ~;~", COUNTY CUMBERLAND
RICHARD E CONNELL ES'~'Q ACN 101
BALL ETAL APPEAL DATE: 01-21-2011
2 3 0 3 MAR K E T S T (See reverse side under Objections )
CAMP HILL PA 17011 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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILEY JOAN WFILE N0.:21 09-0257 ACN: 101 DATE: 11-22-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 218, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 145, 263.23 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) 31,648.14
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) ~7) 217, 986.48
8. Total Assets c8) 612,897.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 54,0 5 0.7 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2 6 9.4 5
11. Total Deductions (11) 54,320.21
12• Net Value of Tax Return (12) 558,577.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 558,577.64
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 (16) 558 , 577.64 x 045 = 25, 135.99
17. Amount of Line 14 at Sibling rate C17) _0 n X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) ,0 0 X 15 = .0 0
19. Principal Tax Due c19)= 25, 135.99
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-04-2009 CD011313 1,256.80 25,000.00
TOTAL TAX PAYMENT 26,256.80
BALANCE OF TAX DUE 1,120.81CR
INTEREST AND PEN. .00
TOTAL DUE 1,120.81CR
* 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.
F;EV-1470 E`C (Ot-10)
a ~
~ p('1111SJ/~Val'11C~ INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HA I PA 171 8-0601
DECEDENT'S NAME FILE NUMBER
Joan W. Wiley 2109-0257
REVIEWED BY ACN
H. Moore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 Item value has been adjusted to reflect the sales price of the asset.
H 14 & Has been adjusted to reflect the actual amounts incurred.
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