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NOTICE OF INHERITANCE TAX pennsy vania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
ij z CF DATE 12-24-2012
R sbs F ¢ ESTATE OF MANN HELEN L
DATE OF DEATH 03-10-2009
t' Fn 12 FILE NUMBER 21 11-1051
COUNTY CUMBERLAND
AARON C JACKSON ESQ I r- ACN 101
STE 200 C LL RK 04. APPEAL DATE: 02-22-2013
2 L E M O Y N E DR C A S (See reverse side under Objections)
LEMOYNE PAC SER 2AR~ PA 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
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MANN HELEN LFILE NO.:21 11-1051 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 304, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 135, 370.17 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 13, 775.25
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 89, 118.71
8. Total Assets (8) 542,264.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 100,248.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 36, 160.98
11. Total Deductions (11) 136,409.42
12. Net Value of Tax Return (12) 405,854.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 405,854.71
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) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 40gi.8934.71 X 045 = 18,263.46
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 18,263.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
09-21-2012 CDO16543 1,729.31- 19,997.27
TOTAL TAX PAYMENT 18,267.96
BALANCE OF TAX DUE 4.50CR
INTEREST AND PEN. .00
TOTAL DUE 4.50CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE 6UZ__~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.