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NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~y '^~~' -~^~+ ;'~-sir.-~'i~~ ter..
INHERITANCE TAX DIVISION t ~F',..'D~uy,~'NS AND ASSESSMENT OF TAX
PO BOX 280601 ~ , , ,, ~ i,,
HARRISBURG PA 17128-0601 ~ i ~,,~ ; ~,•, ,
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WAYNE M PECHT ES ~ ,,- -, ~' ~-_~
STE 200 -- - °~ -
1205 MANOR DR
MECHANICSBURG PA 17055
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c2) 68, 415.25
c3) .00
c4) .00
c5) .00
c6) .00
c7) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FALEY ALTHEA EFILE N0.:21 08-1215 ACN: 101 DATE: 12-06-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
__
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
•
pennsylvan~a ,~ ~
DEPARTMENT OF REVENUE l
REV•-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 68,415.25
c9) .00
clo) 4,718.18
11. Total Deductions X11) _ 4, 718.18
12. Net Value of Tax Return C12) _ 63, 697.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 830,033.08
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) 830 , 033.08 x 045 = 37 , 351.48
17. Amount of Line 14 at Sibling rate (17)_ .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) ,0 0 X 15 = .0 0
19. Principal Tax Due C19)= 37,351.48
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-24-2009 CD010940 1,736.84 33,000.00
06-14-2010 CD012907 .00 1,04b.14
INTEREST IS CHARGED THROUGH 12-21-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 35,782.98
BALANCE OF TAX DUE 1,568.50
INTEREST AND PEN. 125.37
TOTAL DUE 1,693.87
* 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.
DATE 12-06-2010
ESTATE OF FALEY ALTHEA E
DATE OF DEATH 11-27-2008
FILE NUMBER 21 08-1215
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-04-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1470 EX (8.88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Althea Faley 2108-1215
REVIEWED BY ACN
Tracell Collins-Smith 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
B f (Accepted additional assets.
I ~ Accepted additional deductions.
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