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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-i,": (.~I(-~!nCE OF INHERITANCE TAX
-'APP_~At-sEM'ENT. ALLOWANCE OR DISALLOWANCE
OFD~DUtTIONS AND ASSESSMENT OF TAX
DATE 03-05-2001
ESTATE OF BELTZHOOVER DOROTHY I
DATE OF DEATH 09-15-2006
FILE NUMBER 21 06-0851
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-04-2001
( 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 11013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-ix-AFP-C03:osj-NorlcE-oF-INHERlrANci-TAx-APPRiISEMENT:-ALLOWANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BElTZHOOVER DOROTHY I FILE NO. 21 06-0851 ACN 101 DATE 03-05-2001
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
zoa7 ;t~R I LJ tit'~!l 8: 2 I
IVO V OTTO III
HARTSON ETAl
10 E HIGH ST
CARLISLE PA 17013
.
REV-1547 EX AFP (06-05)
TAX 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) (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)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mise. 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
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
8.
Total Assets
NOTE:
T
A
DATE
12-14-2006
02-26-2001
EC
NUMBER
CD001562
SBADJUST
(+
INTEREST/PEN PAID (-)
4,498.83
.00
AMOUNT PAID
85,411.86
.01
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
102.907.30
.00
341,213.46
218.657.89
.00
.00
(8)
(9)
(lO)
48,830.15
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
662,118.65
(11)
(1Z)
Cl3)
(14)
1;7.933 911
604,844.67
5,000.00
599,844.67
9.103.23
(1S)
(16)
(17l
(18)
.00 X
.00 X
.00 X
599,844.67 X
00 =
045 =
12 =
15 =
.00
.00
.00
89,976.10
89,916.10
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Cl9)=
89,916.70
.00
.00
.00
( IF TOTAL DUE IS LESS THAN tl. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DlJfvt
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~