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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
i-".A!?P.R-AI-SEMENT, ALLOWANCE OR DISALLOWANCE
. HOE:. DEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 03-19-2007
ESTATE OF WELLINGTON MARGARET T
DATE OF DEATH 03-25-2006
FILE NUMBER 21 06-0288
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2007
( See reverse side under Objections)
A.ount 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:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WELLINGTON MARGARET T FILE NO. 21 06-0288 ACN 101 DATE 03-19-2007
ZaGl
II: 33
H THOMAS CAMPTONQiif
KERN & COMPANY
2331 MARKET ST
CAMP HILL PA 17011
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) 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.
5.
6.
7.
8.
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
(Schedule E)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
225,000.00
889,706.00
.00
.00
235,569.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Total Assets
(8)
1,350,275.00
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)
(10)
133,567.00
.00
(11 )
(12)
(13)
(14)
133.1it;;7.00
1,216,708.00
.00
1,216,708.00
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 &..b.b. returns assessed to date.
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) 1,216,708.00 X 045 = 54,752.00
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)= 54,752.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-19-2006 CD006868 2,736.84 52,000.00
12-21-2006 CD007600 .00 15.00
03-12-2007 SBADJUST .00 .16
TOTAL TAX CREDIT 54,752.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)