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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT,ALI.PWA~EORDISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
I
REV-154~ EX AFP (06-05)
DATE 04-23-2007
.~~~~~'-EQOF HEBERLIG BaTTY T
DATE OF DEATH 06-02-2006
::FILE NUMBER 21 06- 0556
. ',CDUNTY CUMBERLAND
Ad... . 1 0 1
APPEAL DATE: 06-22-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PA~MENT 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 HEBERLIG BETTY T FILE NO. 21 06-0556 ACN 101 DATE 104-23-2007
I
,.-r; 2r]
BRADLEY L GRIFFIE
GRIFFIE & ASSOCS
200 N HANOVER ST
CARLISLE PA 17013
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHaD NOTICE
1
I
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.
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
62,000.00
.00
.00
.00
10,466.86
.00
10,461.29
(8)
NOTE: T~ insure proper
credit ~o your account,
submit ~he upper portion
of thisl form with your
tax pay",ent.
Stocks and Bonds (Schedule B)
Total Assets
182,928.15
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)
(10)
5,479.02
696.56
(11)
(12)
(13)
(14)
~ " . 1 7Ji. JiB
176,752.57
.00
76,752.57
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 ill. returns assessed to date. I
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ASSESSMENT OF TAX: !
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 76,752.57 X 045 = 3,453.86
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,453.86
TAX ~REDITS: I
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-01-2006 CDOO7169 168.42 3,200.00
02-01-2007 CDOO7765 .00 76.39
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INTEREST IS CHARGED THROUGH 05-08-2007 TOTAL TAX CREDIT 13,444.81
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE I 9.05
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REVERSE SIDE OF THIS FORM INTEREST AND PEN. I .13
:
TOTAL DUE I 9.18
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS R~QUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE c.^
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~'