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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
1'-'\
_.~ ~ ,._, -.., r<:llp'TlCE,~ OF INHERITANCE TAX
'A~PRAlSEHeNt~ ALLOWANCE OR DISALLOWANCE
Of 'DEDUd IONS AND ASSESSMENT OF TAX
. \ '_..- ; " ~
DATE 01-09-2007
ESTATE OF RUHL KENT M
DATE OF DEATH 06-19-2006
FILE NUMBER 21 06-0614
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUHL KENT M FILE NO. 21 06-0614 ACN 101 DATE 01-09-2007
\ c I 11'- 00
Luul JMl 0 .
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
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PA 17013
REV-1547 EX AFP (06-05)
( X) CHANGED
SEE ATTACHED NOTICE
TAX RETURN WAS: ( ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
.00
451,090.00
.00
.00
314.302.00
.00
.00
(8)
(l)
(2)
(3)
(4)
(5)
(6)
(n
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
765,392.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
C
A
DATE
09-12-2006
01-02-2007
NOTE:
S (+)
INTEREST/PEN PAID (-)
1,042.85
.00
EC IPT
NUMBER
CDoo7193
SBADJUST
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(l0)
39,259.00
.00
(ll)
(l2)
(l3)
(l4)
39.?1i9.00
726,133.00
.00
726,133.00
(l5)
(l6)
(l7)
(l8)
262,633.00 X
463,500.00 X
.00 X
.00 X
00
045 =
12 =
15 =
.00
20,857.50
.00
.00
20,857.50
(l9)=
AMOUNT PAID
19,814.11
.54
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
20,857.50
.00
.00
.00
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR
, 2
REV-1470 EX (6-88) .
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Ruhl, Kent
FILE NUMBER
REVIEWED BY
H McClintock
ACN
2106-0614
101
ITEM
SCHEDULE NO.
F All
EXPLANATION OF CHANGES
Items were removed. Jointly owned property between husband and wife is only reportable
at the second spouse that dies estate.
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