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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 06-05-2007
ESTATE OF FREDERICK KATHRYN W
DATE OF DEATH 10-11-2006
FILE NUMBER 21 06-0951
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2001
( See reverse side under Objections)
A.ount Re.itted( J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 11013
~~!_~~~~~_!~!!_~!~~______~___!!!~!~_~2~!!_~2!!!2~_E2!-!2~!_!!~2!~!--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREDERICK KATHRYH W FILE HO. 21 06-0957 ACN 101 DATE 06-05-2007
IUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 11128-0601
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HUBERT X GILROY
HARTSON ETAL
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CARLISLE
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PA 11013
REV-lS41 EX AFP {06-0S}
( ) CHANGED
T AX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and londs (Schedule I)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/lank Deposits/Misc. Personal Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay.ent.
1,735.413.00
.00
.00
60.009.00
.00
.00
(8)
1,795,422.00
9,106.00
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 lequests; 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. A.ount of Line 14 at Sibling rate
18. A.ount of Line 14 taxable at Collateral/Class I rate
19. Principal Tax Due
NOTE:
DATE
01-08-2001
03-29-2007
NUMIER
CD007652
CD001951
+
INTEREST/PEN PAID (-)
3,842.11
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
8.660.00
17.7&10 DO
1,111,656.00
.00
1,711,656.00
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
1,111,656.00 X
.00 X
.00 X
00 .
045.
12 =
15 =
.00
19,995.00
.00
.00
19,995.00
(19)=
AMOUNT PAID
13,000.00
3,153.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
19,995.11
.11CR
.00
.11CR
( IF TOTAL DUE IS LESS THAN .1, 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.)