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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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ROBERT S HERSHEY
613 SUNSET DRIVE
DILLSBURG
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KOTIiOEI dF,tl'fHERITANCE TAX
~PPRAI'SEMEHT,' A~LiJWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
2U07 ttftR - 5 Pi.') f: 19 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
REV-1548 EX AFP (06-05)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
OF:F)-"
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03-05-2007
HERSHEY
09-28-2006
21 06-0900
CUMBERLAND
174-20-8570
07000837
APPEAL DATE: 05-04-2007
(See reverse side under Objections)
A.ount Re.1tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
VIRGINIA
M
PA 17019
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY=is4i-EX-AFP-'03=Osi--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-05-2007
ESTATE OF HERSHEY
VIRGINIA M DATE OF DEATH 09-28-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0900
TAX RETURN WAS:
S.S/D.C. NO. 174-20-8570
() ACCEPTED AS FILED (X) CHANGED
ACN 07000837
SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: BANK OF AMERICA
ACCOUNT NO.
I-ANNUITY
TYPE OF ACCOUNT:
DATE ESTABLISHED
(}SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
09-28-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
82,230.66
0.333
27,409.95
548.87
26,861.08
.45
1,208.75
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
x
TAX CREDITS:
PAYMENT RECEIPT) DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-26-2006 CD007601.1 59.80 1,136.16
PAYMENT MUST BE MADE BY 06-29-2007*. TOTAL TAX CREDIT 1,195.96
BALANCE OF TAX DUE 12.79
INTEREST AND PEN. .00
TOTAL DUE 12.79
* IF PAID AFTER THIS DATE, 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 DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
,
,
~70 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
EDENrs NAME
VIRIGNIA M. HERSHEY
FILE NUMBER
IEWED BY
MICHAEL KODOSKY
ACN
2106-0900
07000837
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EXPLANA TIOH OF CHANGES
The total claimed deduction for $ 2,500.00 in attorney fees has been reduced to
$ 1,644.61. The department can only allow two percent of the value of this annuity for an
attorney expense. Each of the three beneficiaries was allowed one-third of this debt.
An adjustment has been made to reflect this change.
ROW
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