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N .ICE OF INHERITANCE TAX pennsylvan~a ~ ~
APPRAISE~~~~'d~7~ R DISALLOWANCE DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES '~-'--~-' ' ~ s
INHERITANCE TAX DIVISION OF DEDU~~T`~~fhlS~ AND, ~,;~5 ^ SSMENT OF TAX REV-154"1 EX AFP (12-04)
PO BOX 280b01 ~+' ! Lr ~ '~.,';" t °. ! ~-
HARRISBURG PA 17128-0601 " ~
~Q~Q~C~ !Q ~~r~DAT 12-06-2010
i ~S~ATE OF JAMES FRANCES M
DATE OF DEATH 07-01-2010
C~~~~ Q~ FILE NUMBER 21 10-0696
~Rpr~~r~~~URTCOUNTY CUMBERLAND
GREGORY J KATSH I R ESQ CU~1~~F~',_"'~~,;~ ~ ! ~ CN 101
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900 MARKET ST APPEAL DATE: 02-04-2011
L E M O Y N E P A 17 0 4 3 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ ______________
REV-1547 EX AFP C12-09a NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JAMES FRANCES MFILE N0.:21 10-Ob96 ACN: 101 DATE: 12-06-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ~ CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 114, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account:
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) C5) 25, 185.08
b. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets ts) 139 , 185.08
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.0 0 8.0 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions X11) 2, 008.02
12. Net Value of Tax Return C12) 137, 177.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 13,717.0 0
14. Net Value of Estate Subject to Tax (14) 123,460.06
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.
ASSESS MENT 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 C16) 1 23 .4b0 . 06 x 045 = 5, 555.70
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 f18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 5,555.70
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-30-2010 CD013431 277.79 5,277.92
TOTAL TAX PAYMENT 5,555.71
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 CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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