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NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 RECC'RDED OFFICE OF
REGI�Tt"P DXTE7�A09-21-2015
EF
?01S SEP 29 P11 lUiETE OFOF DEATH TOLLE04-28-Y 2013 HOWARD E
FILE NUMBER 21 14-1120
CSL_, C'r
COUNTY CUMBERLAND
ROYER ESQ HEATHER D ORPHAINI'_',' G01'1*t'A'CN 301
FL 30 A P' APPEAL DATE: 11-20-2015
4431 N FRONT ST CUMBERL)J' (See reverse side under Objections)
HARRISBURG PA 17110-1778 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS LINE 1� RETAIN LOWER PORTION FOR YOUR RECORDS 4--
---REV-1547 EX AFP C11-14� NOTICE O-F--I-N-H-Ei-I-T-A�E-E--Tii--A��-R-A-Ii-E-M-E�i-,--AEE-0-Wi�-C-E-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TOLLEY HOWARD EFILE NO. :21 14-1120 ACN: 301 DATE: 09-21-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: TRANSFEREE RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) CS) .00
6. Jointly Owned Property (Schedule F) (6) 96,574.45
7. Transfers CSchedule G) C7)- .00
B. Total Assets (8) 96,574.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,086.01
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 420.85
11. Total Deductions (11) 4,506.86
12. Net Value of Tax Return (12) 92,067.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 92,067.59
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) 48,287.23 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 4A,7 R 0-?,6 x 045 = 1,970.12
17. Amount of Line 14 at sibling rate (17) An x 12 = .00
18. Amount of Line 14 taxable at collateral rate (is)- .00 X 15 = .00
19. Principal Tax Due (19)= 1,970. 12
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-13-2015 CD020492 71.08- 2,041.20
09-14-2015 SBADJUST .00 .16
TOTAL TAX PAYMENT 1,970.12
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 CCR), YOU MAY BE DUE`
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.