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NOTICE OF INHERITANCE TAX Pennsylvania ~ °~~ -`T
~~'~f~$44{-S~Mf ,~LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ..`` DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~-'~'O~ ~~U S AND ASSESSMENT OF TAX REV-1547 EX AFP (12-1ll
PO BOX 280601 (]i`~' ~ ~ i ;:~r t
HARRISBURG PA 17128-0601 RjC..~;J ~ w_: ! `.~~ ~ --~-'~
z.C~42 JUL -2 PM I~ ~ ~ DATE 06-25-2012
ESTATE OF GARLAND HELEN I
DATE OF DEATH 05-20-2011
i•. _ FILE NUMBER 21 11-0611
MARK MATEYA n'~,~~ 5 .tU`~F{T COUNTY CUMBERLAND
55 W CHURCH AVE WM~~R~~ CO., ~ ACN 101
APPEAL DATE: 08-24-2012
CARL ISLE PA 17013- 3202 (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 C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GARLAND HELEN IFILE N0.:21 11-0611 ACN: 101 DATE: 06-25-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
[2) .00
c3) .00
c4) .00
~5) 19, 731 .58
c6) .00
c7) 171 , 916.56
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 191.648.14
fig) 14 , 174.39
clo) 218.59
11. Total Deductions (11) 14,392.98
12. Net Value of Tax Return (12) 177,255.16
13. Charitabl e/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 177,255.16
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to d ate.
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) 177.7r,~,.16 x 045 = 7,976.48
17. Amount of Line 14 at Sibling rate (17) .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)= 7,976.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
08-19-2011 CD014866 342.11 6,500.00
02-16-2012 CD015600 .00 1,134.37
TOTAL TAX PAYMENT 7,976.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.