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~r,A[ NOTI CE OF INHERITANCE TAX pennsylvania i
BUREAU OF INDIVIDUAL TAxESPErvOF, "L~-04'I M@MT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
PO Box 280601 „14lTCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
412OCT -9 PM 3: 33 DATE 10-01-2012
ESTATE OF WELLS FRANKLIN C
DATE OF DEATH 01-03-2012
/~ORPHA.S CL)UHT FILE NUMBER 21 12-0028
ELIZABETH H FEQW RLMD CO„ PA COUNTY CUMBERLAND
3631 N FRONT ST ACN 101
APPEAL DATE: 11-30-2012
HARRISBURG PA 17110-1533 (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 RETAIN LOWER PORTION FOR YOUR RECORDS 46-
REV-1547 EX AFP (12-11)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE - OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WELLS FRANKLIN CFILE NO.:21 12-0028 ACN:
101 DATE: 10-01-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
(1) 00 NOTE: To ensure
2. Stocks and Bonds (Schedule B) Proper
(2) 35.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) , QQ submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 121,386. 01
6. Jointly Owned Property (Schedule F)
(6) .00
7. Transfers (Schedule G)
C7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 121,421 01
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13119.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(lo) 927.70
11. Total Deductions
12• Net Value of Tax Return (11) 14, 147.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) 10 7,273.91
14. Net Value of Estate Subject to Tax (13) .0 0
(14) 107,273.91
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
16. Amount of Line 14 taxable at Lineal/Class A rate (15) •00 X 00 = .00
(16) 107.771 91 x 045 = 4,827.33
17. Amount of Line 14 at Sibling rate
(17) _ nn x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due • 00 X 15 = . 00
TAX CREDITS: (19)= 4,827.33
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
04-02-2012 CDO15782 234.00
06-20-2012 CDO16150 4,446.00
.00 181.26
TOTAL TAX PAYMENT
4,861.26
BALANCE OF TAX DUE 33.93CR
INTEREST AND PEN. .00
TOTAL DUE 33.93CR'\
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.