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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 ROBERTS EVELYN L
DATE OF DEATH 07-09-2006
FILE NUMBER 21 07-0292
COUNTY CUMBERLAND
ACN 101
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
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 ROBERTS EVElYN L FILE NO. 21 07-0292 ACN 101 DATE 06-05-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 80X 280601
HARRIS8URG PA 17128-0601
7 JUr ~ i I
f). ('I ';
L" r....;L-
I'" ,
~'I i
IDRIS J ROBERT JR
16 CONWAY DR
MECHANICSBURG PA 17055
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~ltable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: 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 ~ate (15)
16. Amount of Line 14 taxable at Lineal/Class A ~ate (16)
17. Amount of Line 14 at Sibling ~ate (17)
18. Amount of Line 14 taxable at Collate~al/Class B ~ate (18)
19. P~lnclpal Tax Due
NUMBER
CD007962
+
INTEREST/PEN PAID (-)
.00
DATE
03-31-2007
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
52,493.00
.00
.00
(8)
NOTE: To insu~e p~ope~
c~edlt to you~ account.
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
52,493.00
(9)
(10)
9,296.00
2.981.93
(11)
(12)
(13)
(14)
12.?77 9~
40,215.07
.00
40,215.07
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.OOX 00.
40,215.07 x 045.
. DO X 12 .
.00 X 15 .
(19).
.00
1,809.68
.00
.00
1,809.68
AMOUNT PAID
1,809.68
TOTAL TAX CREDIT 1,809.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. 8
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.