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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
05-14-2007
ALLYN
11-17-2005
21 05-1035
CUMBERLAND
101
APPEAL DATE: 07-13-2007
( 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
RUSSELL E FILE NO. 21 05-1035 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
, ~:l
: \f
'~ 1 t: :~_- OJ
('s=
\..F "
ROBERT R CHURCH &S~
KEEFER ETAL
PO BOX 11963
HBG
PA 17108
ESTATE OF
ALLYN
*'
REV-1547 EX AFP (06-05)
RUSSELL
E
DATE 05-14-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
SEE ATTACHED NOTICE
(,X) CHANGED
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 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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
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
NOTE:
A
DATE
11-06-2006
02-20-2007
C I
NUMBER
CD007400
CD007835
+
PAID (-)
.00
.00
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
2.280.804.00
.00
.00
37.547.00
.00
135,842.00
(8)
(9)
UO)
192,044.00
12.&97.00
US)
(16)
un
(18)
.00 X
135,842.00 X
.00 X
.00 X
AMOUNT PAID
800.00
5,313.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-21-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,454,193.00
(11)
(2)
(3)
(4)
?n6.761 nn
2,249,452.00
2,113,610.00
135,842.00
00
045 =
12 =
15 =
.00
6,113.00
.00
.00
6,113.00
(9)=
6,113.00
.00
210.52
210.52
( IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) tnv~
A
REV.'470 EX (6-88)
'*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Russell E. Allyn 2105-1035
REVIEWED BY ACN
John Kealy 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The estate is deferring the tax on the trust.
ROW
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