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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~OTICE OF INHERITANCE TAX
APPRM,.SEMENT, ALLOWANCE OR DISALLOWANCE
OFDEPUCTIONS AND ASSESSMENT OF TAX
*'
DATE 04-23-2007
ESTATE OF FRANKLIN JEFFREY P
DATE OF DEATH 10-16-2006
FILE NUMBER 21 06-0950
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2007
( 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 FRANKLIN JEFFREY P FILE NO. 21 06-0950 ACN 101 DATE 04-23-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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ROGER B IRWIN EscCL"
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
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REV-1547 EX AFP (06-05)
) CHANGED
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
9.
10.
11.
12.
13.
14.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
8,871 .36
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8,871.36
(9)
UO)
10,732.76
265.98
(1)
(2)
(3)
(4)
10.998 74
2,127.38-
.00
2,127.38-
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 W:. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate US) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 = .00
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)= .00
TAX CRF'DIT~:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
v%<
* 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 O.
4 R~FUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cj