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NOTICE„DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ APPRAISEMENT;~.-`ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTI'dNS AND ASSESSMENT OF TAX
PO BOX 280601 ~-
HARRISBURG PA 17128-0601
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Lt.
FRANKLIN L FAILING ~
534 ELLENCROFT RD
LEWISBERRY PA 17339
Pennsylvania Y~ ~ ,fl
DEPARTMENT OF REVENUE A ~ \;
REV-1547 IX AFP (12-10) ~;
DATE 05-16-2011
ESTATE OF FAILING MARGARET R
DATE OF DEATH 02-12-2011
FILE NUMBER 21 11-0314
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-15-2011
(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 PORTION FOR YOUR RECORDS F~
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FAILING MARGARET RFILE N0.:21 11-0314 ACN: 101 DATE: 05-16-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) 6,285.18
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 6,285.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 6,285.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 6,285.18
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) A . 28F:. 7 R x 045 = 282.83
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 282 83
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-07-2011 CD014100 14.04 266.80
05-09-2011 SBADJUST .00 1.99
TOTAL TAX PAYMENT 282 83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE 6
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. eC
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DEPARTMENT OF REVENUE INHERITANCE T,4)(
BUREAU OF INDIVIDUAL TAXES EXP~gNATION
Po BoX 2soso, OF CHANGES
DECEDENTS RRI B R PA ~~~ s-oso,
NAME
Margaret R. Failing
REVIEWEp gy
Sheila Me FILE NUMBER
gonnell 2111-0314
SCHEDULE STEM ACN
NO.
~--- 101
E The value of Schedule " EXPLANATION OF CHANGES
front g E was not calculated to the correct figure but w
pa a of the return on line #6 with the correct calculate
line #12 and finally caused the tax to be an incorr
on, but was then transd to the
ect amount. posed on
ROW
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