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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 R
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P, V DATE 12-24-2012
ESTATE OF WINE GAYLORD R
DATE OF DEATH 01-14-2012
- FILE NUMBER 21 12-1079
Cl COUNTY CUMBERLAND
SUZANNE S FRIDAY ESQ ACN 101
NAUMAN SMITH ORPHANS' ~y - APPEAL DATE: 02-22-2013
200 N 3RD ST FL 1 CUMBERLA, (See reverse side under Objections)
t
HARRISBURG PA 17101-1590 Y 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- E--
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WINE GAYLORD RFILE NO.:21 12-1079 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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 (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 100,285.16
7. Transfers (Schedule G) (7) 85, 765.63
8. Total Assets (8) 186,050.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,807.72
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 34,926.89
11. Total Deductions (11) 41,734.61
12. Net Value of Tax Return (12) 144,316.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 144, 316.18
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) 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 011 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) nn X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 144,316.18 X 15 = 21,647.43
19. Principal Tax Due (19)= 21,647.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-02-2012 CDO16585 .00 21,647.43
TOTAL TAX PAYMENT 21,647.43
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 B DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.