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NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT FREVENUE
A
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 ^� CC-
HARRISBURG PA 17128-0601 I nn l E C L,i D L J 0 F F1 v i Q
REn1S'TEn Vil L L S DATE 09-21-2015
r! ;� ESTATE OF ALBERT HENRY L
?U1S SEP 29 P1 112 57
DATE OF DEATH 09-25-2014
FILE NUMBER 21 14-0986
C(_F. ul COUNTY CUMBERLAND
CHURCH ESQ ROB8T" l;R, „'T ACN 101
PO BOX 11963 t ' i� 1 C(� ''� APPEAL DATE: 11-20-2015
HARRISBURG C�A' Y 9108"`.,t!C �' PA (See reverse side under Objections)
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 4
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALBERT HENRY LFILE NO. :21 14-0986 ACN: 101 DATE: 09-21-2015
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) •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 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) 75,825.35
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2,636,771 .03
B. Total Assets (8) 2,712,596.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,9 20.35
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,758.53
11. Total Deductions (11) 37,678.88
12. Net Value of Tax Return (12) 2,674,917.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 2,674,917.50
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 (16) 2•474.91 7_g;n X 045 = 120,371.29
17. Amount of Line 14 at sibling rate (17) .0 n X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due (19)= 120,371.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-20-2014 CD020050 4,473.68 85,000.00
12-20-2014 CD020051 526.32 10,000.00
05-01-2015 CD020626 . 00 20,371 .29
TOTAL TAX PAYMENT 120,371.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.
REV-1470 EX(01-10)
fi
pennsy Vanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
- ------ DLN: 15084521
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 2806701
HARRI B G PA 28-0601
DECEDENT'S NAME FILE NUMBER
Henry L Albert 2114-0986
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1-36 Jointly held assets that were made joint within a year of the decedent's date of death are
correctly reportable on Schedule G of the return.
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