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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. NOTICE.. OF.. INHERITANCE TAX
APPRAISEt'liNt',- ALLOWANCE OR DISALLOWANCE
OF DEOVCTION~. AND ASSESSMENT OF TAX
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0601
~ .' f
REV-15~7 EX AFP (06-05)
J DATE 05-07-2007
ESTATE OF GARDNER CHARLES B
DATE OF DEATH 05-10-2006
FILE NUMBER 21 06-0596
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2007
( See reverse side under Objections)
A.ount 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 4--
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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 GARDNER CHARLES B FILE NO. 21 06-0596 ACN 101 DATE 05-07-2007
WILLIAM A DUNCAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE PA 17013
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. 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
(l)
(2)
(3)
(4)
(5)
(6)
(n
.00
.00
.00
.00
.00
.00
696,640.53
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
696,640.53
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)
25,197.11
.00
Cll)
Cl2)
Cl3)
Cl4)
?Si.197 11
671,443.42
.00
671,443.42
NOTE: If an a~sess.ent 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 Cl5) 281,483.34 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 389,960.08 X 045 = 17,548.20
17. Amount of Line 14 at Sibling rate Cl7) .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)= 17,548.20
TAX CR~nITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-07-2006 CD007066 684.21 13,000.00
02-07-2007 CD007784 .00 3,863.99
TOTAL TAX CREDIT 17,548.20
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.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~