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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
',n,.NOTICE OF INHERITANCE TAX
APPRA!I~Ei"~MT~ ;ALCOWANCE OR DISALLOWANCE
OF "DE-DUCT:[::OKS AND 'ASSESSMENT OF TAX
02-19-2007
WHITEHEAD
03-19-2005
21 05-0283
CUMBERLAND
101
APPEAL DATE: 04-20-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2007 ;-1Jl;R 20 f\ill 9: 6;:TE OF
DATE OF DEATH
eLL, ~ -; FILE NUMBER
f"'i 90FH~1 :'(' COL'RT COUNTY
\,.1\,. . I-IACN
MURREL R WALTERS III
54 E MAIN ST
MECHANICSBURG PA 17055
! .....
*'
REV-1547 EX AFP C06-05)
ROBERT
A
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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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 WHITEHEAD ROBERT A FILE NO. 21 05-0283 ACN 101 DATE 02-19-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
SEE ATTACHED NOTICE
( x) 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 assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of 6.b.b. 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
TS:
A M NT
DATE
06-16-2005
12-06-2006
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:
(+)
EIP
NUMBER
CD005440
CD007516
INTEREST IS CHARGED THROUGH 03-06-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
658.849.04
1.318.25
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this fo~m with your
tax payment.
660,167.29
Ull
(12)
(13)
(4)
?1 .~I;I; ?~
638,512.03
.00
638,512.03
(9)
ClO)
5,334.00
00
045 =
12 =
15 =
.00
28,733.04
.00
.00
28,733.04
16.321.26
US)
(16)
(17)
(18)
.00 X
638,512.03 X
.00 X
.00 X
Cl9)=
28,643.04
90.00
117.69
207.69
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl, 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
25,650.00
1,643.04
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
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INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
Robert A Whitehead
REVIEWED BY
ACN
2105-0283
101
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANA liON OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ORIGINAL
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