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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
A~~RAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 06-05-2007
ESTATE OF GATES RICARD C
DATE OF DEATH 03-25-2006
FILE NUMBER 21 07-0327
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2007
( See reverse 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
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 GATES RICARD C FILE NO. 21 07-0327 ACN 101 DATE 06-05-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0601
f> '1..1' ').
l.... ,-'
ORf)l
CHARLES E SHIELDS IU!I\r
6 CLOUSER RD
MECHANICSBURG PA 17055
.....'1.
REV-1547 EX AFP (06-05)
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/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
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
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14
19. Principal Tax Due
NOTE:
at Spousal
taxable at
at Sibling
taxable at
rate
Lineal/Class A rate
rate
Collateral/Class B rate
+
INTEREST/PEN PAID (-)
DATE
NUMBER
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
22,857.33
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for. with your
tax payment.
22,857.33
(9)
(10)
365.00
.00
(11)
(12)
(13)
(14)
~1;~600
22,492.33
.00
22,492.33
(IS)
(16)
(17)
(18)
22,492.33 X 00 .. .00
.00 X 045.. .00
.00 X 12 .. .00
.00 X 15 .. .00
(19).. .00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)