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BUREA<.- OF INDIVIDUAL TAXESI"
INHERITAN~E TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
y .', r\,-~:r'-''"".NOTICE OF INHERITANCE TAX
I.' !'"j:':A~P"RAIIsEMENT, ALLOWANCE OR DISALLOWANCE
Oi='OEDUCTIONS AND ASSESSMENT OF TAX
-
REV-1547 EX AFP (06-05)
DATE 03-19-2007
ESTATE OF LAY GORDON W
DATE OF DEATH 04-16-2006
FILE NUMBER 21 06- 0368
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2007
( See reverse side under Objections)
Amount 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 LAY GORDON W FILE NO. 21 06-0368 ACN 101 DATE 03-19-2007
';i
I!: 32
DAVID A BARIC ~~Q
OBRIEN ETAL
19 W SOUTH ST
CARLISLE PA 17013
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
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)
131,367.79
.00
.00
.00
7,096.81
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Stocks and Bonds (Schedule B)
Total Assets
(8)
138,464.60
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)
24,843.54
.00
(11)
(12)
(13)
(14)
?4.843 ~4
113,621.06
.00
113,621.06
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 ~ 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
(15) .00 X 00 .00
(16) 113,621.06 X 045 = 5,112.95
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 5,112.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-18-2006 CD007575 .00 5,105.52
INTEREST IS CHARGED THROUGH 04-03-2007 TOTAL TAX CREDIT 5,105.52
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 7.43
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .13
TOTAL DUE 7.56
* 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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 'Cr
R.EV-1470 EX (6-68)
* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Gordon W. Lay 2106-0368
REVIEWED BY ACN
Destiny S.R.Brown 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Total on Schedule E was not correctly carried forward to recapitulation page.
ROW
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