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NOTICE OF INHERITANCE TAX enns Lvania~~ 'sf
AP I~;~MME~T,, - NCE OR DISALLOWANCE ~ ~ • '
BUREAU OF INDIVIDUAL TAXES '1,- ~~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ .~`~TT0~1'3' ASSESSMENT OF TAX
PO BOX 260601 ii ~,:,i REV-1547 IX AFP C12-11)
HARRISBURG PA 1 7128-0 60 1 I ~~ ~''~`-' ~ ~ ~ ~ ~ C
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CLERK CF
ORPHA,1~"S COl.!RT
JACQUELINE A KELLY (,~J~i;(?~~?! ,~',,~~ ~ ~-,~ PA
STE 12
845 SIR THOMAS CT
HARRISBURG PA 17109-4843
DATE 03-26-2012
ESTATE OF CASE RICHARD J
DATE OF DEATH 07-17-2011
FILE NUMBER 21 11-1087
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-25-2012
(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 E~ _
-------------------- ----------------------- ________
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CASE RICHARD JFILE N0.:~1 7 t -t ns:~ eru. , ~, r..T~_ ,. -. .._ ___ _
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) . NOTE: To ensure proper
~2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,721.55
6. Jointly Owned Property (Schedule F) ~6) 12, 750.01
7. Transfers (Schedule G) C7) 165, 663.45
e. Total Assets
APPROV
ED DEDUC (8) 182.135.01
TIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) 7.4 .~i
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 362.00
11. Total Deductions (11) 7,795.55
12. Net Value of Tax Return C12) 174,339.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 174,339.46
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 d ate
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) 174.1 9.46 x 045 = 7,845.28
17. Amount of Line 14 at Sibling rate (17) 00 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00
19. Principal Tax Due
TAX CREDITS C19)= 7,845.28
:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-13-2011 CD015065 392.26 7,453.03
TOTAL TAX PAYMENT 7,845.29
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
~ 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. n