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4
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, ,'-NOTICE OF INHERITANCE TAX
A~P~AIS~MENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210601
HARRISIURG PA 17121-0601
REV-1547 EX AFP (06-05)
DATE 06-05-2007
ESTATE OF BERWAGER MARY E
DATE OF DEATH 12-27-2006
FILE NUMBER 21 07-0079
COUNTY CUMBERLAND
ACN 1 01
APPEAL DATE: 08-04-2007
( 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 17013
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BERWAGER MARY E FILE NO. 21 07-0079 ACN 101 DATE 06-05-2007
')", G7 JL I
LU' ,N I J Pl'i 2: 0 I
DANIEL M FREY
BARLEY SNYDER
14 CENTER SQ
HANOVER
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C~U;\/:!_f /.jl~-\ \:, \. < .,i
ESQ
PA 17331
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
2.485.35
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
.00
.00
.00
(8)
2,485.35
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)
4,983.35
17.803.97
(11)
Cl2)
Cl3)
Cl4}
?2.787 ~?
20,301.97-
.00
20,301.97-
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
NOTE:
Cl9).
.00
.00
.00
.00
.00
Cl5)
(16)
Cl7)
Cl8)
.00 X
.00 X
.00 X
.00 X
00 .
045.
12 ..
15 ..
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. f+b
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY B
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88) .
. *'
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0801
DECEDENTS NAME FILE NUMBER
Berwager, Mary E. 2107 -0079
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-3 Reduced to $2,485.35. Family exemption can only be claimed against assets subject to will
or intestacy.
.
.
ROW
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