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NOTICE OF INHERITANCE TAX pennsylvarna .
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~MO~: QOUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (12-11)
INHERITANCE TAX DIVISIONW1}4? -9
PO BOX 280601 OCT
HARRISBURG PA 17128-0601 1
DATE 10-08-2012
(}Rprlr-il J G%__- ESTATE OF TAYLOR JAMES B
CUMBERLMD C0.. PA DATE OF DEATH 02-16-2012
FILE NUMBER 21 12-0310
COUNTY CUMBERLAND
EDMUND G MYERS ACN 101
301 MARKET ST APPEAL DATE: 12-07-2012
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TAYLOR JAMES BFILE NO.:21 12-0310 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 (Schedule A) (1) 123,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 19,321.4 7
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,025.00
8. Total Assets C8) 143,346.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6,241.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,220.88
11. Total Deductions C11) 13,462.55
12. Net Value of Tax Return C12) 129,883.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 129,883.92
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 129.883.92 x 045 = 5,844.78
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 C19)= 5,844.78
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-15-2012 CDO15975 263.16 5,000.00
06-26-2012 CDO16181 .00 581.62
TOTAL TAX PAYMENT 5,844.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.