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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
"r~I"r ;~cNOTICE OF INHERITANCE TAX
(ji'AI!'B!!:A\t.,SEMENT, ALLOWANCE OR DISALLOWANCE
,OF ~EDUCTIONS AND ASSESSMENT OF TAX
2007 JAN 22 Mill: 55
'*
REV-1547 EX AFP (06-05)
DATE 01-15-2007
ESTATE OF GROSS CARRIE G
DATE OF DEATH 08-26-2006
FILE NUMBER 21 06-0797
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-16-2007
( 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 GROSS CARRIE G FILE NO. 21 06-0797 ACN 101 DATE 01-15-2007
CLERK OF'
ORPHAN'S CO'.JClT
MARIL YN S HURLgl!'J"/'~!
120 WALTON AVE
CARLISLE PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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
C ITS:
PA M
DATE
11-13-2006
11-13-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total ASsets
NOTE:
T
RECE PT
NUMBER
CD007415
CD007416
o SCO T (+)
INTEREST/PEN PAID (-)
25.74
25.74
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
4,139.16
.00
.00
1,600.42
2,671.37
28,130.57
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
36,541.52
1~.~t;n.1R
22,881.34
.00
22,881.34
00
045 =
12 =
15 =
.00
1,029.66
.00
.00
1,029.66
(9)
(10)
13,211.20
(19)=
1,029.66
.00
.00
.00
448.98
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
22,881.34 X
.00 X
.00 X
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
AMOUNT PAID
489.09
489.09
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE