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DATE 01-23-2007
ESTATE OF HENRY RICHARD M
DATE OF DEATH 03-13-2006
FILE NUMBER 21 06-0254
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-24-2007
( See reverse side under Objections)
A.ount Re.itted/ I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~l~_~l~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_y~~~_~~~~~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENRY RICHARD M FILE NO. 21 06-0254 ACN 101 DATE 01-23-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B060 1
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~)i':C('AP~I\'I~~~)"-:, ;ALLOWANCE OR DISALLOWANCE
~." '{)I=:,D,E:fuJ~no~s AND ASSESSMENT OF TAX
2007 ..IAN 26 PM I: 31
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
C~L~r-i;< ()F
ORr" I'" I'"
.-( .",-;:!,:" "",'
i ,: '.'\ \....
r.1 :',
,-,' '"
PA 17013
'*
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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. Tax Due
(
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
120,000.00
.00
.00
.00
43,458.00
.00
.00
(8)
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
(9)
ClO)
6,515.00
.00
Cl1)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
(16)
Cl7>
(18)
.00
156,943.00
.00
.00
X 00
X 045 =
X 12 =
X 15 =
CE T
NUMBER
CDo06818
CDo07346
SCO NT (+)
INTEREST/PEN PAID (-)
305.26
.00
AMOUNT PAID
5,800.00
972.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
163,458.00
l>.I:iPi.DO
156,943.00
.00
156,943.00
Cl9)=
.00
7,062.00
.00
.00
7,062.00
TOTAL TAX CREDIT 7,077.26
BALANCE OF TAX DUE 15.26CR
INTEREST AND PEN. .00
TOTAL DUE 15.26CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. r'J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.