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NOTICE OF INHERITANCE TAX ' Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE iF�ll►i`�n DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION /�/}rO�F DEDUCTIONS CTiI ONS�y AND ASSESSMENT OF TAX REV-1547 EX ASP (03-13)
PO BOX 280601 RECOR'D L'((�E O
HARRISBURG PA 17128-0601
REGIS , ...; OF ',. ,:.LS
.} p{;� DATE 09-23-2013
i3 5'( 30 t t `� `I DATETOFODEATH 0616-2012 KATHLEEN A
CLERn CF FILE NUMBER 21 12-0707
COUNTY CUMBERLAND
IRWIN ROGEWHANS' COURT ACN 101
60 W POMFRET ST CUMBERLAtID CO., PA APPEAL DATE: 11.22-2013
CARLISLE PA 17013-3243 (See reverse side under Objections)
Amount Remitted 71
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 f02-13? NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOCK KATHLEEN AFILE NO. :21 12-0707 ACN: 101 DATE: 09-23-2013
TAX RETURN WAS: C )O ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 199,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 493,273.77 credit to your account,
S. Closely Held Stock/Partnership Interest ;Schedule C) (3) 100 submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • DO tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 156,609.45
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,526,802.54
8. Total Assets (8) 2,375,685.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)__ 94,353.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,200.78
11. Total Deductions (11) 106,554.52
12. Net Value of Tax Return (12) 2,269,131 .24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subiect to Tax (14) 2,269,131 .24
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 (16) 9.969-131 .94 X 045 - 102,110.91
17. Amount of Line 14 at sibling rate (17)- OO X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 .00
19. Principal Tax Due (193= 102,110.91
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-14-2012 CDO16504 5,001.00 95,000.00
INTEREST IS CHARGED THROUGH 10-08-2013 TOTAL TAX PAYMENT 100,000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,110.91
REVERSE SIDE OF THIS FORM INTEREST AND PEN, 35.66
TOTAL DUE 2,146.57
* 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.