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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210'01
HARRISBURG PA 17121-0'01
Non~'Orrt "''',EIU;.T ANCE TAX
APPRAI SEMEHT !,"'iAi.:'UlltAiNCE. loR DI SALLOWANCE
OF DEDUCUOM$, AiI,D-A-SSESSMENT OF TAX ON
JOIN1'L'/'HriDtI~ T~UST ASSETS
REV-1S48 EX AFP (O'-OS)
DONNA J LOCK
25 FACTEAU AVE
PLATTSBURGH NY 12901
'{no? JUN II P'AIE 06-11-2007
Ll)v Pls~AOO OF KEGRIS DORIS J
DATE OF DEATH 09 -15-2006
CLERI< O~~~~T~UMBER ~~M~~~~:~~
ORPH/\\J'S CCliNiDC 174-20-0809
C!J~/Ci-! ,li'CU"'" 07100016
\, i','i" !Ii. ,~'/\
APPEAL DATE: 08-10-2007
(See reverse side under Objections)
A.ount Re.lttedl J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONS THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV:ii4i-EX-AFP-C03:oi5--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-11-2007
ESTATE OF KEGRIS
DORIS
J DATE OF DEATH 09-15-2006
COUNTY
CUMBERLAND
FILE NO. 21 07-0403
TAX RETURN WAS:
S.S/D.C. NO. 174-20-0809
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
07100016
FINANCIAL INSTITUTION: COMMERCE BANK
ACCOUNT NO.
536268584
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS OC) CHECKING ()TRUST ()TIME CERTIFICATE
11-26-2003
x
1,249.82
0.500
624.91
4,075.93
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . 0 0 /""0
II IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. II -CS
( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l