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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
c APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 04-16-2007
ESTATE OF DEARDORF ROBERT L
DATE OF DEATH 04-18-2005
FILE NUMBER 21 05- 0391
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-15-2007
( 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
ESTATE OF DEARDORF ROBERT L FILE NO. 21 05-0391 ACN 101 DATE 04-16-2007
i r, r -
,j ['" : ! : ,
,
CARL G WASS
CALDWELL & KEARNS
3631 N FRONT ST
HBG PA 17110
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
.00
.00
.00
29,999.54
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
29,999.54
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
(9)
UO)
.00
.00
(11)
(2)
(3)
(4)
.DO
29,999.54
14,399.83
310,866.42
NOTE: 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 !.b!:. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate US) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (8) 310,866.42 X 15 = 46,629.97
19. Principal Tax Due (9)= 46,629.97
TAX CREDITS:
PAYMENT hUCEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-18-2005 ~CD005584 2,105.26 40,000.00
01-10-2006 ~D006193 .00 2,184.75
01-25-2007 ,/CDOO7750 168.71- 3,157.27
TOTAL TAX CREDIT 47,278.57
BALANCE OF TAX DUE 648.60CR
INTEREST AND PEN. .00
TOTAL DUE 648.60CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. J(
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)