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NOTICE OF INHERITANCE TAX j pennsyLVania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX J
PO BOX 280601 R i (� �k �F F ICE Q j REV-1547 EX AFP C11-14)
HARRISBURG PA 1 1 0
REGISTER C7 WHUS•
DATE 05-18-2015
Y
?o15 tT 20 AM 10 58 ESTATE OF REILLY ANN M
J is DATE OF DEATH 10-08-2014
CLE G•- FILE NUMBER 21 14-0976
RUSSO 0RP11A ;�iPEfEiCT i COUNTY CUMBERLAND
ACN 101
S T E yyP3td i ! ? ^ ' APPEAL DATE: 07-17-2015
5006 E T R I N D L E RD (See reverse side under Objections)
MECHANICSBURG PA 17050 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 E-
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REILLY ANN MFILE NO. :21 14-0976 ACN: 101 DATE: 05-18-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 167,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 35,121 .91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 120,543.76
8. Total Assets (8) 322,665.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,541 .65
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 866. 01
11. Total Deductions (11) 15,407.66
12. Net Value of Tax Return (12) 307,258.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 307,258.01
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) in7.7r,R_O1 X 045 = 13,826.61
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)= 13,826.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-07-2015 CD020100 420. 11 7,982.04
PAYMENT MUST BE MADE BY 07-08-2015*. TOTAL TAX PAYMENT 8,402. 15
BALANCE OF TAX DUE 5,424.46
INTEREST AND PEN. .00
TOTAL DUE 5,424.46
* 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. 6A
REV-1470 EX(0140) ' +
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
------- DLN: 15010601
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Ann M Reilly 2114-0976
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1-2 Annuities are fully taxable with no exclusion.
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