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NOTICE OF INHERITANCE TAX '117pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX FC71et ePUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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HARRISBURG PA 17128-06
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q211 J_ 29 rn 12 25 ESTATE OF RHOADS
DATE 12-29-2014 JANET K
DATE OF DEATH 08-15-2013
GLE- FILE NUMBER 21 13-0920
ORFHm,( COUNTY CUMBERLAND
IRWIN II XkOL D , -S ACN 101
64 S PITTC9f-!2L_ _ APPEAL DATE: 02-27-2015
CARLISLE PA 17013-3220 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RHOADS JANET KFILE N0. :21 13-0920 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,930.08 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (5) .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) 16,059.79
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7)- .00
8. Total Assets 168,989.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 49,965.05
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 42.04
11. Total Deductions (11) 50,007.09
12. Net Value of Tax Return (12) 118,982.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 118,982.78
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) 11A.982-7A x 045 = 5,354.23
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 (19)= 5,354.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
05-15-2014 CDO19166 .00 11,542.50
TOTAL TAX PAYMENT 11,542.50
BALANCE OF TAX DUE 6,188.27CR
INTEREST AND PEN. .00
TOTAL DUE 6,188.27CR
• 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.