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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 JUDY SANDRA V
DATE OF DEATH 11-06-2006
FILE NUMBER 21 06-1028
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2007
( See retJerse side "nder Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JUDY SANDRA V FILE NO. 21 06-1028 ACN 101 DATE 06-05-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2BO'01
HARRISBURG PA 17128-0'01
J";III il.2:02
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C lJ~_ ;.~ v~
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137 PARK PL W
SHIPPENSBURG PA 17257
REV-1547 EX AFP (0'-05)
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/Partnershlp Interest (Schedule C)
4. Mortgages/Notes Recelvable (Schedule D)
5. Cash/Bank Deposlts/Mlsc. Personal Property (Schedule E)
,. Jolntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Mlsc. Expenses (Schedule H)
10. Debts/Mortgage Llabl1ltles/Liens (Schedule I)
11. Total Deductlons
12. Net Value of Tax Return
13. Charltable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assess.ent was Issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect flaures that Include the total of Abl returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Llne 14 at Spousal rate (15)
16. Amount of Llne 14 taxable at Llneal/Class A rate (1')
17. A.ount of Llne 14 at Slbllng rate (17)
18. A.ount of Llne 14 taxable at Collateral/Class B rate (18)
19. Prlnclpal Tax Due
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
NOTE: To lnsure proper
credlt to your account,
submlt the upper portlon
of ~hls form wlth your
tax payment.
131.120.86
.00
.00
.00
.00
.00
(8)
131,120.86
(9)
UO)
4,517.00
.00
(11)
(12)
(13)
(4)
6..1;17.00
126,603.86
.00
126,603.86
126,603.86 X 00 . .00
.00 X 045. .00
.00 X 12 . .00
.00 X 15 . .00
(19). .00
AMOUNT PAID
DATE
NUMBER
+
INTEREST/PEN PAID (-)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)