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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
::'-l'fon~ Qf. INHERITANCE TAX
APPRAISEME.N'r~) *_Ll~:gWAIlge' OR DISALLOWANCE
OF DEDUCUO,,\S ANO'ASSESSMENT OF TAX
.
DATE 03-19-2007
I! :~ATE OF FRANCIS ELSIE M
DATE OF DEATH 09-04-2006
FILE NUMBER 21 06-0834
COUNTY CUMBERLAND
--,IACN 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 of--
REV:i547-EX-AFP-(03:05j-NOTicE-OF-iNHERiTANCE~TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRANCIS ELSIE M FILE NO. 21 06-0834 ACN 101 DATE 03-19-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
zeD?
f( 16
DAVID W FRANCIS ESQ
RHOADS & SINON
PO BOX 1146
HBG PA 17108
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. 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:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(1)
(2)
(3)
(4)
(5)
(6)
(7)
142,131.50
82,221.32
.00
.00
72,783.14
57,769.67
68,363.92
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
423,269.55
(9)
ClO)
25,529.28
890.11
(11)
Cl2)
Cl3)
Cl4)
?r..419.~9
396,850.16
.00
396,850.16
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 All. 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) 376,686.92 X 045 = 16,950.91
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) 20,163.25 X 15 = 3,024.49
19. Principal Tax Due Cl9)= 19,975.40
TAX CRI='DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-01-2006 CD007494 789.47 15,000.00
12-23-2006 CD007606 .00 4,185.93
TOTAL TAX CREDIT 19,975.40
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
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