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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lax 21U01
HARRISIURG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ii (rT"N01:'ICE OF INHERITANCE TAX
AP~~l~t"~~T, ALLOWANCE OR DISALLOWANCE
,_. O~ DEQlICTIONS AND ASSESSMENT OF TAX
*'
2001 APR - 9 Alill: I~ 9
REV-1547 EX AFP (0'-05)
DATE 04-02-2007
ESTATE OF HOll JOAN E
DATE OF DEATH 11-04-2006
FILE NUMBER 21 06-1038
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-01-2007
( See rnerse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~~~~_!~!~-~!~~------~--_!!!~!~-~~~!!_~~!!!~~-~~!-!~~!_!!~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOLl JOAN E FILE NO. 21 06-1038 ACN 101 DATE 04-02-2007
CLER!< OF
ORPHll\I'C (',nl JOT
II I,' \-"\ \) 1"'-",\..... t~ ! I!
GREGORY J KATSHIR ~~;-~:- ... ~, !~,;
900 MARKET ST
lEMOYNE PA 17043
TAX 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. 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. 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
If an assess.ent was Issued previously. lines
reflect figures that Include the total of ~
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
NOTE:
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
.00
.00
.00
346.340.18
.00
30,685.21
(8)
377,025.39
(9)
UO)
4,554.22
1.492.80
(11)
(2)
(13)
(4)
~.067*O?
370,978.37
.00
370,978.37
14. 15 and/or 1'. 17. 18 and 19 will
returns assessed to date.
US)
(16)
(7)
(18)
.00 X 00 .
370,978.37 X 045..
.00 X 12 .
.00 X 15 .
(19).
.00
16,694.02
.00
.00
16,694.02
NUMBER
CD007706
+
INTEREST/PEN PAID (-)
834.70
AMOUNT PAID
15,859.32
DATE
01-16-2007
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
16,694.02
.00
.00
.00
( IF TOTAL DUE IS LESS THAN tl, 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.)