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r~fi'~ ~,~~ NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES'"-'~"-~'~~'~'~~./''`~. ~~T~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~~4`"•'"'~ ,Q~' i~~~yCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 ~t- ..r:..; . ;.., , •L. ~ 7 L.a..~ J REV-1547 EX AFP (12-10) ,..._.,_..,_
HARRISBURG PA 17128-0601 vR
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H ANTHONY ADA~~~'~A~%~r~L~t~`~~' (~~ ~~
SUITE 3
49 W ORANGE ST
SHIPPENSBURG PA 17257
DATE 06-13-2011
ESTATE OF WHITMER BRUCE E
DATE OF DEATH 07-16-2010
FILE NUMBER 21 10-0766
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-12-2011
(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 POR_TION_
REV-1547 EX AFP FOR YOU
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C12-10~ NOTICE OF INHERITANCE TAX
DISALLOWANCE _
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APPRAIS - ---
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OR
OF DEDUCTIONS
ESTATE OF: WHITMER AND ASSESS MENT
OF
TAX
BRUCE EFILE NO.:
21
10-0766
ACN: 101
DATE: 06-13-211
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) C1) 585, 000.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) (2) .0 0 credit to your account,
submit t
4. Mortgages/Notes Receivable (Schedule D) C3) .0 0 he upper portion
of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) c4)
(5) .0 0
4 3,
4 9 3
0 3 tax payment.
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) c6) .00
c7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 628,493 03
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9)__ 9. 7 8
11 clo) 17,620.63
. Total Deductions
12. Net Value of Tax Return (11) 27, 157.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,~) C12) 601 , 335.12
14. Net Value of Estate Subject to Tax C13) .0 0
NOTE: If an
assessment was c14)
issued previously,
lines 14
1 601 , 335 12
reflec
t figures that
include the total
f ,
5 and/or 16, 17, 18 and 19 will
ASSESSMENT OF
TAX: o ALL returns assessed to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C15) '0 0 X 0 0 =
Ci6? 6 ~ ;;~ .0 0
17. Amount of Line 14 at Sibling rate 1 ~ X 045 = 27, 060.08
18. Amount of
Line 14 taxable at
Collateral/Class B rate c17)_ nn x 12 =
C18)
00 .00
19. Principal Tax Due •
X 15 = . 00
TAX CREDITS: C19)= 27, 060.08
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT P IA D
10-12-2010 CD013484
04-07-2011
CD014269 789.47
15,000.00
.00 1.1,310.08
TOTAL TAX PAYMENT
27,099.55
BALANCE OF TAX DUE
39.47CR
INTEREST AND PEN. .00
TOTAL DUE 39.47CR
* IF PAID AFTER DATE INDICATED, SEE R
FOR CALCULATION OF ADDITIONAL I EVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT"
NTER
EST. A REFUND. CC
SEE REVERSE SIDE OF THIS FORM F R), YOU MAY BE DUE
O R INSTRUCTIONS.