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BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~" 0'~~ '~ ,QFr~,E; N~ ITANCE TAX
TAXES APPRA~ ~N-~-~ ALL~J~-,r~E OR DISALLOWANCE
OF ~~~:'~LI,Y~N1~- ~~~ ASSESSMENT OF TAX
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
u Fi, ~ ,_~Tl'u4TE
10-10-2011
ESTATE OF FOLEY PEGGY
C?.Er~ ~~ DATE OF DEATH 11-15-2010 J
~ i rrlje ~ ~, I;...~~ FILE NUMBER 21 10-1142
KATHLEEN K SHi14UL IS Cl~ a' ' ~~-' ~~ ~ vl.., PA, COUNTY CUMBERLAND
PO BOX 1229 ACN 101
CARLISLE APPEAL DATE: 12-09-2011
PA 17013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT_ALON6 THIS LINE ~-l--R_ETA_IN-LOWER POR_TION_ FOR YOUR RECO_R_D__S__t'-_~
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ----"-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTAOFOTAXCE OR ---""-
ESTATE OF: FOLEY PEGGY
JFILE N0.:21 10-1142 ACN: 101 DATE:
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED 10-10-2011
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds QSchedule B) (1) 147,500.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) (2) .00 credit to your account,
4. Mortgages/Notes Receivable (Schedule D) (3) .00 submit the upper portion
C4) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 74, ~~~ tax payment.
6. Jointly Owned Property (Schedule F) 212.0 0
7. Transfers (Schedule G) C6) 3, 690 .50
v) .00
8. Total Assets
APPROVED DEDUCTIONS ACID EXEMPTIONS: Ce) 225,402 50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~g)_ 91 L•61 9L
10. Debts/Mortgage Liabilities/Liens (Schedule I)
clo)_ 20 033 72
11. Total Deductions
12. Net Value of Tax Return (11) 41,495.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) 18 3,906.84
14. Net Value of Estate Subject to Tax C13) 00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,1417, 18 and.196wf11
reflect fiHUres that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 a!t Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C15) '00 X 0 0 = .00
17. Amount of Line 14 at Sibling rate C16) 1R;-QD6 R ~ X 045 =
cln 8, 275.81
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 00 X 12 .00
19. Principal Tax Due .00 X 15 = .00
TAX CREDITS: [19)= 8,275.81
PAYMENT orn~. -.
DATE +++~wunr (+)
NUMBER INTEREST/PEN PAID (-)
01-27-2011 CD0139'65
07-01-2011 CD0146~51 394.74
.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PA:[D
,~uv.UU
381.09
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 8,275.83
.02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.