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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.. ,- NOtICE OF INHERITANCE TAX
APPRA.I'SEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 04-16-2007
ESTATE OF BRIXIUS ETHEL L
DATE OF DEATH 11- 03-2006
FILE NUMBER 21 06-1085
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-15-2007
( 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 +--
REY:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRIXIUS ETHEL L FILE NO. 21 06-1085 ACN 101 DATE 04-16-2007
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JAMES D BOGAR
BOGAR & HIPP LW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
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.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
80,526.15
.00
.00
.00
3,629.84
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
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
(8)
84,155.99
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
(9)
CIO)
12,703.86
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
2,149.95
(11 )
CI2)
CI3)
CI4)
14.8"'::\.81
69,302.18
.00
69,302.18
Net Value of Estate Subject to Tax
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 CIS) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate CI6) 69,302.18 X 045 = 3,118.60
17. Amount of Line 14 at Sibling rate CI7> .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate CI8) .00 X 15 = .00
19. Principal Tax Due CI9)= 3,118.60
TAY CREDITS:
PAYMENT J:lCEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2007 ..;CD 0 07759 155.93 2,962.67
TOTAL TAX CREDIT 3,118.60
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 tl, NO PAYMENT IS REQUIRED. J(
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TN~TRII~TTnN" ~UE\