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NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~ ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMEN~?~,~'`~C4"f,C„ ~ I~E-""~~~~IISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTI~ `,`~~,.1~1S~'E'S ENT OF TAX REV-1547 EX AFP C12-09)
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HARRISBURG PA 17128-06D1
~~#~ Q~C i 0 E c 12-06-2010
~AT~vOF WHALEN FLORENCE E
DATE OF DEATH 11-27-2009
~~E~l~ ~~FILE NUMBER 21 09-1207
rr~~ 0~{~~~ ~ ~TITY CUMBERLAND
JEFFREY S COHICK trU~1fQ~~~ ~,~'~~~1 Np~ 101
390 ALEXANDER SPRING RD APPEAL DATE: 02-04-2011
C A R L I S L E P A 17 015 - 912 9 (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 ~
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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: WHALEN FLORENCE EFILE N0.:21 09-1207 ACN: 101 DATE: 12-06-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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)
cl) .00
c2) 64, 364.00
c3) .00
c4) .00
c5) 21 , 626.27
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 85,990.27
~9) 3 , 299.99
clo) 2,923.88
11. Total Deductions C11) 6,223.87
12. Net Value of Tax Return (12) 79, 766.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 79,766.40
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) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 39 , 883 _ ?0 x 12 = 4 , 785.98
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 39,883.20 X 15 = 5,982.48
19. Principal Tax Due (19)= 1 0 , 76$ . 46
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-26-2010 CD012402 538.42 11,000.00
TOTAL TAX PAYMENT 11,538.42
BALANCE OF TAX DUE 769.96CR
INTEREST AND PEN. .00
TOTAL DUE 769.96CR
* 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. 1~ ~