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NOTICE OF INHERITANCE TAX pennsy vania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION REG0 EI t1 (ITh{INS :AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
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HARRISBURG PA 17128-0601 R L L'S ! i V + + `4
DATE 12-17-2
C,T P;E 21 ESTATE OF DONOVAN012 BETTY J
DATE OF DEATH 01-18-2012
FILE NUMBER 21 12-0134
ORPHANS` _ COUNTY CUMBERLAND
JERRY A WEIGLE ES(tUMBERLAt- s CO., P ACN 101
126 E KING ST APPEAL DATE: 02-15-2013
S H I P P E N S B U R G PA 17257-1326 (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
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DONOVAN BETTY JFILE NO.:21 12-0134 ACN: 101 DATE: 12-17-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 92, 780.00 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) 20,867.47
6. Jointly Owned Property (Schedule F) (6) 81008 .80
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 121,656.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,34 4.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,875.27
11. Total Deductions (11) 13,219.63
12. Net Value of Tax Return (12) 108,436.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 108,436.64
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 C16) 1 OS .436 . 64 X 045 = 4,879.65
17. Amount of Line 14 at Sibling rate (17) -001 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,879.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-19-2012 CDO15718 231.58 4,400.00
09-18-2012 CDO16516 .00 248.07
TOTAL TAX PAYMENT 4,879.65
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.