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,,•;-,•h10.~.ICE OF INHERITANCE TAX pennsylvanla ~
APP~tA~SFM~~IT, A~L•bp~ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES •-
INHERITANCE TAX DIVISION i~~DUCTIONS~~AMD ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
OF;` ~ •
PO BOX 280601 J -~
HARRISBURG PA 17128-0601
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~°`-~~~ ~~~~~ ~~ ~;',~ 4:r~ DATE 11-15-2010
ESTATE OF ALLEN SARA J
~L~~;~ ~~;-- DATE OF DEATH 12-13-2009
t/1! ^'1 ~~~~~ ~`" FILE NUMBER 21 09-1161
~i ~~'~ '!`~ ~` ~~~ ~~' COUNTY CUMBERLAND
DAVID H STONE ESQ ~ ` "- ~ ~ - ~~~'~~. ACN 101
414 BRIDGE ST APPEAL DATE: 01-14-2011
NEW C U M B E R L A N D P A 17 0 7 0 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SGlUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ --RETAIN-LOWER-PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALLEN SARA JFILE N0.:21 09-1161 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) 25, 604 . O1 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) 10, 137.1$
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 52, 119.47
s. Total Assets (8) 87 , 860.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,36 0.2 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,18 0.91
11 . Total Deduct ions C 11) 10 , 541.14
12. Net Value of Tax Return (12) 77 , 319.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 77, 319.52
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) 77.319.52 x D45 = 3,479.38
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 3,479.3$
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-08-2010 CD012428 173.97 3,400.00
11-08-2010 REFUND .00 94.59-
TOTAL TAX PAYMENT 3,479.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.-~-.~,~
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