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NOTICE OF INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL T q ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ''f E DUCTIONS AND ASSESSMENT OF TAX
REV-1547 IX AFP (12-11)
PO BOX 280601 i-,till C'
HARRISBURG PA 17128-0601
OCT PM DATE 10-08-2012
ESTATE OF MOUNTZ FRANCES S
DATE OF DEATH 03-14-2011
FILE NUMBER 21 11-0410
OHPHAN'S GWRT COUNTY CUMBERLAND
ROGER B IR&MbIEP D CO., PA ACN 101
60 W POMFRET ST APPEAL DATE: 12-07-2012
CARLISLE PA 17013-3243 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -l RETAIN LOWER PORTION FOR YOUR RECORDS F-
REV 1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOUNTZ FRANCES SFILE NO.:21 11-0410 ACN: 101 DATE: 10-08-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) Cl) 90,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) 2,037.44
6. Jointly Owned Property CSchedule F) C6) .00
7. Transfers CSchedule G) C7) .00
8. Total Assets (8) 92,037.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,711.46
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 39P736.55
11. Total Deductions C11) 75,448.01
12. Net Value of Tax Return C12) 16,589.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 16,589.43
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) 16,989,43 X 045 = 746.52
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) .00 X 15 = .00
19. Principal Tax Due (19)= 746.52
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-12-2012 CDO16252 .00 746.52
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-13-2012 TOTAL TAX PAYMENT 746.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. 12.92
TOTAL DUE 12.92
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.