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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-_",", " NOTICE OF INHERITANCE TAX
;-i~!I_i,~i"::-ri~J:f~~%~fNJ, ALLOWANCE OR DISALLOWANCE
'. ,oF: t!EOU(:TIONS AND ASSESSMENT OF TAX
*'
DATE 02-12-2007
ESTATE OF GROUP SR RODNEY E
DATE OF DEATH 09-08-2006
FILE NUMBER 21 06-0795
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-13-2007
( See reverse side under Objections)
A.ount 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 GROUP SR RODNEY E FILE NO. 21 06-0795 ACN 101 DATE 02-12-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
20D7 FEB 20 PI"; 2: 57
GEORGE B FALLER
HARTSON ETAL
10 E HIGH ST
CARLISLE
C'f,CCI'V
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PA 17013
REV-1547 EX AFP <06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
.00
.00
.00
.00
40,761. 91
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
40,761. 91
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)
(0)
7,339.51
10,087.84
(11)
(2)
(3)
(4)
17.4?7.31i
23,334.56
.00
23,334.56
NOTE: 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 Ab.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (6) 23,334.56 X 045 = 1,050.06
17. Amount of Line 14 at Sibling rate (7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (8) .00 X 15 = .00
19. Principal Tax Due (9)= 1,050.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-08-2006 CD007540 4.50 85.56
12-08-2006 CD007541 48.00 915.00
TOTAL TAX CREDIT 1,053.06
BALANCE OF TAX DUE 3.00CR
INTEREST AND PEN. .00
TOTAL DUE 3.00CR
*
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
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