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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_NOTICE OF INHERITANCE TAX
APP~AI'SEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-19-2007
ESTATE OF BITTNER FRED
DATE OF DEATH 03-19-2006
FILE NUMBER 21 06-0258
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2007
( 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 +--
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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 BITTNER FRED FILE NO. 21 06-0258 ACN 101 DATE 03-19-2007
'Hill? D
(~~,1 d , ; '\
REV-1547 EX AFP (06-05)
11: 11
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JAN L BROWN
JAN L BROWN ASSOC
845 SIR THOMAS CT 12
HBG PA 17109
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
.00
.00
.00
35,851.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
35,851.00
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)
ClO)
2,182.00
.00
(11)
Cl2)
Cl3)
Cl4)
?18?OO
33,669.00
.00
251,993.92
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 MJ:. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 251,993.92 X 045 = 11,339.73
17. Amount of Line 14 at Sibling rate Cl7> .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due Cl9)= 11,339.73
TAX CREDITS:
PAYMENT RECt:IPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-16-2006 CD006849 526.32 10,000.00
10-24-2006 REFUND .00 666.61-
01-05-2007 CD007663 5.03- 1,515.11
TOTAL TAX CREDIT 11,369.79
BALANCE OF TAX DUE 30.06CR
INTEREST AND PEN. .00
TOTAL DUE 30.06CR
* 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 ~
A I:n:clltJn ~cC' DC'VC'D~C' C:Tnc nc TUrf: enD" enD TWC::TDIlf""TTnwc: 'l
REV.1470 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
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0258
101
Bittner, Frederick J.
Daniel Heck
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The Department does not have the authority to abate interest where the estate was not
subject to litigation or unavoidable delay in reporting the assets.
ROW
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