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_ NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES AP~RAIS-E~MIEP~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10) r
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-14-2011
ESTATE OF BUTLER JOAN C
- _ DATE OF DEATH 09-02-2010
FILE NUMBER 21 10-0929
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COUNTY CUMBERLAND
WILLIAM A DUNCAIV ~. ACN 101
1 IRVINE ROW APPEAL DATE: 05-1 3-2011
C A R L I S L E P A 17 013 (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 T_H I S L INE _ ---) R_ ETA_ IN LOWER POR
TION
FOR YOUR RECO
RDS ~---
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE _
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TAX APPRAISEMENT, ALLOWANCE _ _ _ _ _ _ _ _ _ _ _ _ _
OR -
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: BUTLER JOAN (FILE N0.:21 10-0929 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 110,597.11 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) 6,138.8 8
6. Jointly Owned Property (Schedule F) (6) 6 , 370.68
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 123,1Ob.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 15,6 6 2.7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 33, 024.17
11. Total Deductions C11) 48,686.87
12. Net Value of Tax Return (12) 74,419.$0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 74,419.80
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) 74 , 41 9.80 X 045 = 3, 348.89
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?= 3,348.89
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-18-2010 CD013504 167.44 4,000.00
TOTAL TAX PAYMENT 4,167.44
BALANCE OF TAX DUE 818.55CR
INTEREST AND PEN. .00
TOTAL DUE 818.55CR
* 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 DF THIS FORM FOR INSTRUCTIONS.
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