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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
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
DATE 04-30-2007
ESTATE OF WHOLEY FREDITH M
DATE OF DEATH 12-30-2006
FILE NUMBER 21 07-0131
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-C03:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WHOLEY FREDITH M FILE NO. 21 07-0131 ACN 101 DATE 04-30-2007
MARCUS A MCKNIGHT III
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
T AX 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)
S. Total Assets
{D
(2)
(3)
(4)
(5)
(6)
{7>
.00
.00
.00
.00
.00
12,069.01
.00
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
12,069.01
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)
1,960.75
1.796.65
ell)
Cl2)
Cl3)
Cl4)
3.71;7 40
8,311.61
.00
8,311.61
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 !.b.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 8,311.61 X 045 = 374.02
17. Amount of Line 14 at Sibling rate Cl7> .00 X 12 = .00
lS. Amount of Line 14 taxable at Collateral/Class B rate US) .00 X 15 = .00
19. Principal Tax Due Cl9)= 374.02
TAX CRIODITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER I INTEREST/PEN PAID (-)
02-09-2007 CDOO7789/ 1.86 35.32
PAYMENT MUST BE MADE BY 09-30-2007*. TOTAL TAX CREDIT 37.18
BALANCE OF TAX DUE 336.84
INTEREST AND PEN. .00
TOTAL DUE 336.84
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
{ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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