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NOTICE OF INHERITANCE TAX pennsylvarna ; ~
BUREAU OF INDIVIDUAL TAXES A {~kL~WANCE DR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~"~,h~~,S+AND ASSESSMENT OF TAX REV-1547 EX AFP C12-lll
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HARRISBURG PA 17128-0601 C}~~~iV
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ESTATE OF BAKER ETHEL M
DATE OF DEATH 11-30-2010
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FILE NUMBER 21 10-1198
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COUNTY CUMBERLAND
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DAVID H STONE ESQ +~~ft~~.
ACN 101
414 BRIDGE ST APPEAL DATE: 03-1 6-2012
NEW CUMBERLAND PA 17070-1927 (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 RETAIN LOWER PORTION FOR YOUR RECORDS f-
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAKER ETHEL MFILE N0.:21 10-1198 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) •00 NOTE: 7o ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. .
Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 110,691.6 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 18,938.94
8. Total Assets C8) 129,630.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 2.208.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) (107 319.7 3
11. Total Deductions C11) 22,528.71
12. Net Value of Tax Return C12) 107,101.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 107, 101 .86
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 07 . ] Ol .86 x 045 = 4, 819.58
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 C19)= 4,819.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-23-2011 CD014051 236.84 4,500.00
08-23-2011 CD014877 .00 82.74
TOTAL TAX PAYMENT 4,819.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
+~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE LS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.