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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lax 210601
HARRISIURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, ... ,,_J!OnCE . OF .INHERITANCE TAX
APPRAISE'HENi";-ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.
REV-1547 EX AFP (06-05)
DATE 06-05-2007
ESTATE OF TREES EDWARD J
DATE OF DEATH 06-20-2006
FILE NUMBER 21 06-0571
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2007
( See reverse side IInder 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 TREES EDWARD J FILE NO. 21 06-0571 ACN 101 DATE 06-05-2007
Z007 JUN II
PI',!: ?: n I
l.~,. ,..i
GREGORY M KERWIN
KERWIN & KERWIN
4245 RTE 209
ELIZABETHVILLE
CLEiS;:: C' .:"
OR'~.' ,.,
'-;-'.'l';..'"
I j ""'i
1"-"1 I~ u~ '.,
\j\..,.i'i r
PA 17023
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)
s. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forM with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. 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
7,455.76
.00
8,286.14
(8)
15,741.90
(9)
ClO)
7,799.00
15.381.41
NOTE:
(11)
Cl2)
Cl3)
Cl4)
?3.1AO.61
7,438.51-
.00
7,438.51-
If an assess.ent was issued previously, lines
reflect figures that include the total of ~
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 rat.
18. Amount of Lin. 14 taxable at Collateral/Class B rate
19. Principal Tax Due
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
ClS)
(16)
Cl7>
(18)
Cl9)=
.00
.00
.00
.00
.00
DATE
NUMBER
+
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* 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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)