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~"~% r~~~~ ~ :--, -- ,-,- -{NOTICE OF INHERITANCE TAX
AP~RA~~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAX~~..
INHERITANCE TAX nrvlsloN - ~ ' .~; Q-~~~. D~~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID R GETZ ESQ
PO BOX 845
HARRISBURG PA 17108
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 11-29-2010
ESTATE OF BLUM ELIZABETH
DATE OF DEATH 08-01-2010
FILE NUMBER 21 10-0799
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-28-2011
(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 ~
------------------------ ----------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BLUM ELIZABETH FILE N0.:21 10-0799 ACN: 101
-----------------
OR
DATE: 11-24-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) ,Q 0 credit to your account.
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) 9,0 7 6.3 9
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 164, 913.33
(8) 173,989.7
2
s. Total Assets .
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3,38 9.5 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
t11) 3,389.52
11. Total Deductions 170,b00.20
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
Subject to Tax
f E
t
t
V
l (14) 170,600.20
14. s
a
e
ue o
Net
a
NOTE: If an assessment was issued previously, lines 14, 15 and/ar 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) 1 70 , 600.20 x 045 = 7, 677 . O1
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 7, 677. O1
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT RAID
08-30-2010 CD013281 378.95 7,200.00
09-20-2010 CD013378 4.90 93.17
TOTAL TAX PAYMENT 7,b77.02
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.