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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B060 1
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~"_~9TICE OF INHERITANCE TAX
APPRAt$~~~~T;TA~LOW"~&-~R DISALLOWANCE
OF DI:DI:lc.ri: ONS:~ND-ASS.eSSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 03-19-2007
I 6 ; l/Es:!8TE OF VERNON JOYCE T
DATE OF DEATH 04-27-2006
FILE NUMBER 21 06- 0637
rrCOUNTY CUMBERLAND
>,ji'~C;:N 101
APPEAL DATE: 05-18-2007
( See reverse side under Objections)
A.ount 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 VERNON JOYCE T FILE NO. 21 06-0637 ACN 101 DATE 03-19-2007
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LISA M GREASON
GREASON LAW OFFICE
PO BOX 385
CARLISLE PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
120.665.74
227.737.99
182,560.97
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
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)
Total Assets
530,964.70
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)
14,886.69
.00
Cl1)
Cl2)
Cl3)
Cl4)
14.88/;.69
516,078.01
.00
516,078.01
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 !bh 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
TAX CREDITS:
NOTE:
471,139.69 X 00 .00
44,938.32 X 045 = 2,022.22
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 2,022.22
Cl5)
Cl6)
Cl7)
Cl8)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-17-2006 CD006984 80.87 1,536.57
01-05-2007 CD007648 .00 404.78
TOTAL TAX CREDIT 2,022.22
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.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A ~~FUNn_ S~~ ~~v~~s~ SIn~ OF T~IS FO~M FO~ INST~UCTIONS_)
"".