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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
:: r'r4PP;~AJ~'~H~~1~ 'ALLOWANCE OR DISALLOWANCE
'.;" llFDJ;:o.uCTIONS AND ASSESSMENT OF TAX
DATE 01-09-2007
ESTATE OF BRODERICK MICHAEL J
DATE OF DEATH 02-15-2006
FILE NUMBER 21 06-0162
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRODERICK MICHAEL J FILE NO. 21 06-0162 ACN 101 DATE 01-09-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Z001 JM~ 16 Pt'112: 00
JERED L HOCK ESQ
METZGER WICKERSHAM
PO BOX 5300
HBG
Cl.mv,
OROlI \ \ ,,,-, nr" ,r-'T
. ,i~ r- /'I:.~_,,~..> :\,..,A/"/'.ri I
PA 17110
*'
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
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 assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
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
S:
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
NOTE:
DATE
05-10-2006
11-13-2006
R IPT
NUMBER
CD006681
CD007432
(+)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
31,902.17
25,233.95
525,337.88
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
582,474.00
(1)
(2)
(3)
(4)
1>3.048.73
519,425.27
.00
519,425.27
(9)
(0)
46,440.39
00
045 =
12 =
15 =
.00
23,374.14
.00
.00
23,374.14
16,608.34
(5)
(6)
on
(8)
.00 X
519,425.27 X
.00 X
. DO X
(9)=
23,374.17
.03CR
.00
.03C
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
AMOUNT PAID
22,000.00
216.28
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE