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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ::NOTICE(o:F 'INHERITANCE TAX
APPRAlsEM~NT,AUPWANCE OR DISALLOWANCE
, OF DEDUtTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
23 PI1 I: IltDATE 02-19-2007
ESTATE OF WHITEHEAD ROBERT A
DATE OF DEATH 03-19-2005
FILE NUMBER 21 05-0283
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-20-2007
( 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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-EX-AFP-C03:0Sj-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
MURREL R WALTERS III
54 E MAIN ST
MECHANICSBURG PA 17055
TAX RETURN WAS: { } ACCEPTED AS FILED
{ X} CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds {Schedule B}
{ll
{2}
{3}
{4}
{S}
{6}
{n
.00
.00
.00
.00
658,849.04
1,318.25
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
1. Real Estate {Schedule A}
2.
3.
4.
5.
6.
7.
8.
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
{8}
660,167.29
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}
UO}
5,334.00
16.321.26
ell}
U2}
U3}
U4}
?1 .t>1i1i ?t>
638,512.03
.00
638,512.03
NOTE: If an assessment 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. Principal Tax Due
TAX CREDITS:
US} .00 X 00 .00
U6} 638,512.03 X 045 = 28,733.04
un .00 X 12 = .00
U8} .00 X 15 = .00
U9}= 28,733.04
PAYMENT RECEIPT DISCOUNT {+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID {-}
06-16-2005 CD005440 1,350.00 25,650.00
12-06-2006 CD007516 .00 1,643.04
INTEREST IS CHARGED THROUGH 03-06-2007 TOTAL TAX CREDIT 28,643.04
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 90.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 117.69
TOTAL DUE 207.69
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
{ IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR}. YOU MAY BE DUE~I'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.} 0'
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Robert A Whitehead
FILE NUMBER
REVIEWED BY
Deborah Washington
ACN
2105-0283
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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