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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'):-"('(~,r,-.,,..,,, n;--'nr'" NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXEL\,j.'I' ';:-1) ,-_r,-'Al!.p~AISEMENT, ALLOWANCE OR DISALLOWANCE
~~H:~T~:;:oIAX DIVISION - I' O~ DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0'01
REV-1547 EX AFP (0'-05>
DATE 03-05-2007
ESTATE OF RICHARDS WAYNE E
DATE OF DEATH 03-14-2006
FILE NUMBER 21 06-0293
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-04-2007
( See reverse side Ullder Objectiolls)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONS THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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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 RICHARDS WAYNE E FILE NO. 21 06-0293 ACN 101 DATE 03-05-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
2aOHi/~R -5 PN I: 22
CLER1< OF
ORD' ~M\j'C','. ("r~'IJRT
II I" '! \~ j\)l I I
EL YSE E ROGEi~rV!SQ p..\
KEEFER ETAL
415 FALLOWFIELD RD 30
CAMP HILL PA 17011
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If en essess.ent wes Issued previously, lines 14, 15 end/or 16, 17, 11 end 19 will
reflect figures thet Include the totel of ~ returns essessed to dete.
ASSESSMENT OF TAX:
15. A.ount of Line 14
16. A.ount of Line 14
17. A.ount of Line 14
18. Amount of Line 14
19. Principal Tax Due
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE:
at Spousal
taxable at
at Sibl1ng
taxable at
rate
Lineal/Class A rate
rate
Collateral/Class B rate
+
INTEREST/PEN PAID (-)
789.47
.00
DATE
06-12-2006
12-07-2006
NUMBER
CD006826
CD007547
INTEREST IS CHARGED THROUGH 03-20-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
(1)
(2)
(3)
(4)
(5)
(6)
(7)
70,000.00
19,390.78
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for. with your
tax pay.ent.
100,399.82
.00
.00
(8)
189,790.60
(9)
(10)
20,576.98
1.359.34
(11)
(12)
(13)
(14)
'1 .Q~~A~~
167,854.28
.00
167,854.28
(15)
(16)
(17)
(18)
.00 X
.00 X
141,854.28 X
26,000.00 X
.00
.00
17,022.51
3,900.00
20,922.51
00 .
045.
12 .
15 .
(19).
AMOUNT PAID
15,000.00
3,833.39
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
19,622.86
1,299.65
26.73
].,326.38
. 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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
----;---T'X'~~'-
REV.1470 EX (6-88)
. ," .
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INHERITANCE, TAX
EXPLANATION
OF CHANGES
COMMONWEAlTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Wayne E. Richards
FILE NUMBER
REVIEWED BY
Sheila Megonnell
ACN
2106-0293
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H 37,
38,
39,
44,45
&46
Repairs to real estate cannot be used as deductions against the decedent's estate unless
the real estate has been sold.
I 11
Estimated calculations cannot be used as a deduction against the decedent's estate.
ROW
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