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NOTICE OF INHERITANCE TAX i A,
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE pennSDEPARTMENTyOF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
_ DATE 02-26-2013
R E C liD 7Tc OF ESTATE OF JOHNSON JERRY L
REGIS d ER, OF 1 DATE OF DEATH 05-06-2012
E~ t FILE NUMBER 21 12-0586
JAMEJff MR ESQP19 12 'ILi COUNTY CUMBERLAND
ACN 101
1 W MAIN ST(~ APPEAL DATE: 04-27-2013
S H I R E MA N S T Og 4 E P K AF 17 0 1 1 - 6 3 2 7 (See reverse side under Objections)
ORPHANS' COURT Amount Remitted
CUMBERLAND CO., PA 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-
EV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JOHNSON JERRY LFILE NO.:21 12-0586 ACN: 101 DATE: 02-26-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 255, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) 157, 676.14
6. Jointly Owned Property (Schedule F) C6) 11,603.55
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 424,279.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 60,906.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,119.90
11. Total Deductions (11) 67, 026.32
12. Net Value of Tax Return C12) 357,253.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 357,253.37
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 119, 084.45 X 00 = .00
16: Amount of Line 14 taxable at lineal rate (16) 258,16R-92 X 045 = 10, 717.60
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 10,717.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
07-24-2012 CD016300 535.88 10,747.05
TOTAL TAX PAYMENT 11,282.93
BALANCE OF TAX DUE 565.33CR
INTEREST AND PEN. .00
TOTAL DUE 565.33CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.