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NOTICE OF INHERITANCE TAX pennsytvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 03-11-2013
REGISTER Clc a.' t ESTATE OF OROURKE ROBERT
_$ DATE OF DEATH 08-21-2011
FILE NUMBER 21 11-0944
C'613 fRRR 1$ F(9 (j 29 COUNTY CUMBERLAND
CHARLES E SHIELDS III ACN 101
6 CLOUSER RD CLERK Ch APPEAL DATE: 05-10-2013
MECHANICSBURG pft/p AW-MT- (See reverse side under Objections)
Amount Remitted
CO., PA CUMBERLAND �
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 F
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OROURKE ROBERT FILE NO. :21 11-0944 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: CX) ACCEPTED AS FILED ( 7 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) .00 credit to your account,
.00 submit the upper Portio
3. Closely Held Stock/Partnership Interest (Schedule L) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 34,002.71
6. Jointly Owned Property (Schedule F) (6) 14,231 .71
7. Transfers (Schedule G) (7) 109,008.03
B. Total Assets (e) 157.242.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 12,837.32
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 430 .00
11. Total Deductions (11) 13,267.32
12. Net Value of Tax Return (12) 143,975. 13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 143,975.13
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (167 141 97P;- 13 X 045 = 6,478.88
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate Cie) .00 X 15 = .00
19. Principal Tax Due (19)= 6,478.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-17-2012 CDO16264 .00 4,358.01
INTEREST IS CHARGED THROUGH 03-26-2013 TOTAL TAX PAYMENT 4,358.01
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,120.87
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 74. 11
TOTAL DUE 2,194.98
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 FOR INSTRUCTIONS.