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BUREAU OF INDIVIDUAL TAXES:
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APP~AISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.
REV-1547 EX AFP (06-05)
DATE 04-30-2007
ESTATE OF TRACE MARGARET B
DATE OF DEATH 03-27-2005
FILE NUMBER 21 06-0930
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2007
( 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-coi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRACE MARGARET B FILE NO. 21 06-0930 ACN 101 DATE 04-30-2007
7 i-: I
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JAMES A ULSH
METTE ETAL
PO BOX 5950
HBG
PA 17110
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.
S.
Stocks and Bonds (Schedule B)
(ll
(2)
(3)
(4)
(S)
(6)
{n
.00
23.650.82
.00
.00
.00
.00
.00
(S)
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
23,650.82
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)
ClO)
16,597.95
246.00
ell)
Cl2)
Cl3)
Cl4)
111.843.9'i
6,806.87
.00
6,806.87
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 !.!J... returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate ClS) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6,806.86 X 045 = 306.31
17. Amount of Line 14 at Sibling rate Cln .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due Cl9)= 306.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-09-2007 CD00780l 24.32- 330.82
TOTAL TAX CREDIT 306.50
BALANCE OF TAX DUE .l9CR
INTEREST AND PEN. .00
TOTAL DUE .l9CR
II
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
A REFUND. SEE REVERSE SIDI' 01= TlH!': I=nRM !'nR TN~TDII"'TTnN~
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