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NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES ~~Y PRy~~.!~T; ALLOWANCE OR DISALLOWANCE .7
INHERITANCE TAX DIVISION 'v`~ p}~ D TI ONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE-
PO BOX 280601
C REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
2111` "CTS -9 PM 3:33 DATE 10-01-2012
ESTATE OF YOUNG CARL E
DATE OF DEATH 12-20-2011
FILE NUMBER 21 12-0029
JAMES D BOGAR OHPF0fN,' "'W "AT COUNTY CUMBERLAND
CUMBERLMD M, PA ACN
1 W MAIN ST 101
SHIREMANSTOWN PA 17011-6327 APPEAL DATE: 11-30-2012
(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 POR_TION_ FOR YOUR RECORDS F-
REV-1547
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
- - - -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOUNG CARL EFILE NO.:21 12-0029 ACN:
101 DATE: 10-01-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .00 NOTE:
To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) •00 credit to your account,
(3) submit the upper portion
.00
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C4) 00 tax payment.
6. Jointly Owned Property CSchedule F) (5) 201,526.58
7. Transfers (Schedule G) C6) .0 0
(7) 325, 718.32
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 527,244 90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17, r64,1 7
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1o) .00
11. Total Deductions
12• Net Value of Tax Return (11) 17, 764.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) 5 09,48 0.73
14. Net Value of Estate Subject to Tax (13) 232.565 49
NOTE: If an assessment was issued previously, C14) 276,915 24
reflect figures that include the total of ALL returns assessed'to7date and 19 will
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate C1 00 X 00 = .00
17. Amount of Line 14 at Sibling rate (166) ) 776 91 S 7G x 045 = 12,461.19
C17)_ 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)= 12,461.19
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-16-2012 CDO15719
07-06-2012 CDO16214 506.25 9,618.75
.00 2,336.19
TOTAL TAX PAYMENT
12,461.19
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.