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NOTICE OF INHERITANCE TAX pennsylvania
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 t
i ' DATE 12-24-2012
REUI ' rtl ESTATE OF SIMONS RUTH H
DATE OF DEATH 07-12-2011
t~ L 21 1 t = t FILE NUMBER 21 11 - 0802
COUNTY CUMBERLAND
MELANIE WALZ SCARIN ACN 101
STE 106 ~ER'K Cl .APPEAL DATE: 02-22-2013
2000 L I N G L E S T 0 W N ffr"'KAN C °t (See reverse side under Objections)
HARRISBURG CU*REft4A 1 ,7 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- 4
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SIMONS RUTH HFILE NO.:21 11-0802 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 20 0.00 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) C5) 476,334.85
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 347,000.00
8. Total Assets (8) 823,534.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 44, 141, 01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 44, 141.01
12. Net Value of Tax Return C12) 779,393.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 40,267.57
14. Net Value of Estate Subject to Tax (14) 739, 126.27
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) 670,295.79 x 045 = 30,163.31
17. Amount of Line 14 at Sibling rate (17) .0 On X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 68,830.48 X 15 = 10,324.57
19. Principal Tax Due C19)= 40,487.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-06-2011 CDO15041 2,024.39 44,000.00
TOTAL TAX PAYMENT 46,024.39
BALANCE OF TAX DUE 5,536.51CR
INTEREST AND PEN. .00
TOTAL DUE 5,536.51CR
A'
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE UE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.