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APPRA T, WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES a~j~~t DEDUCTIONS AND
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INHERITANCE TAX DIVISION
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j ASSESSMENT OF TAX
REV-1547 EX AFP C09-12)
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HARRISBURG PA 17128-0601
CLERK OF' DATE 12-03-2012
ORPHANS' COtlRT ESTATE OF ROBERTSON THEODORA F
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CiJMBERLAND Cp. DATE OF DEATH 11-21-2011
, FILE NUMBER 21 12-0826
COUNTY CUMBERLAND
DAVID W REAGER ACN 101
2331 MARKET ST APPEAL DATE: 02-01-2013
CAMP H I L L PA 17 011 (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 POR
------------------ TION FOR YOUR RECORDS 4-
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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: ROBERTSON THEODORA FFILE N0 .:21 12-0826 ACN: 101 DATE: 12-03-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1] •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 2,816.00 credit to your account,
00 subwit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •D 0 tax paywent.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) .00
.0 0
7. Transfers (Schedule G) C7)
8. Total Assets C8) 2.$16.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.0 90.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 26,896.02
11. Total Deductions C11) 28,986.52
12. Net Value of Tax Return C12) 26,170.52-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 26,17D.52-
NOTE: If an assesswent was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .0 0 X 00 = .0 0
16. Amount of Line 14 taxable at lineal rate C16] -~ ~ x 04 5 = .DO
17. Amount of Line 14 at sibling rate (17) -4 D X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE /~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EX (01-10) • ~ ~ a
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~ pennsy van~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po BoX 2eosoi
DECEDENT'S NAME FILE NUMBER
Theodora F. Robertson 2112-0826
REVIEWED BY ACN
Destiny S.R. Brown 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
I ~ ~ Changes have been made as per your request.
Row Paae 1