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NOTIC-E OF INHERITANCE TAX pennsylvania ~ ~ ,
BUREAU OF INDIVIDUAL TAxES APPRAISEMENT'', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTI\pNS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE ;:
PO B
OX 280601 ~ REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
DATE 03-14-2011
ESTATE OF SHELLEY NANCY L
' DATE OF DEATH 11-17-2008
FILE NUMBER 21 08-1158
DIANE M DILS ESQ ~ COUNTY CUMBERLAND
1400 N 2ND ST ACN 101
APPEAL DATE: 05-13-2011
H A R R I S B U R G P A 1710 2 (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 ---- ~i R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F--
_
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE _
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHELLEY NANCY LFILE N0 .:21 08-1158 ACN: 101 DATE: 03-14-2
011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 125, 000
00
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
(2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
00
5. Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) (5) 2 2,2 4 8.34
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 147 , 248.34
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (9)_ 19,74 0.4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 115,279.70
11. Total Deductions (11) 135, 020.12
12. Net Value of Tax Return (12) 12,228.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax
(14) 12,228.22
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) 1 ? . ?S . ?7 x 045 =
550
27
17. Amount of Line 14 at Sibling rate .
(17)
0 0 X 12 =
_
.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 -
0 0
19. Principal Tax Due .
TAX CREDITS: c19)= 550.27
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-04-2011 CD013858 00
. 550.27
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-05-2011 TOTAL TAX PAYMENT
550.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. 32.53
TOTAL DUE 32.53
* 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. C~
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