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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 05-28-2007
ESTATE OF SANDERS WINIFRED E
DATE OF DEATH 01-25-2005
FILE NUMBER 21 05-0371
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2007
( 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 SANDERS WINIFRED E FILE NO. 21 05-0371 ACN 101 DATE 05-28-2007
t
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ,,10601
HARRISBURG PA 17128-0601
, 1\ l ()
c",r'l Ill!" 'Iil .,[1,1 : fO
L>;U JU\! -r .
STEPHEN J HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE PA 17013
*'
REV-1547 EX AFP (06.05)
TAX RETURN WAS:
SEE ATTACHED NOTICE
) ACCEPTED AS FILED
( X) 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~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
687,863.98
.00
.00
198,575.67
.00
.00
(8)
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
886,439.65
(11)
(12)
(13)
(14)
'R.140.li4
818,299.11
.00
818,299.11
(9)
(10)
47,857.63
NOTE: 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
16. Amount of Line 14 taxable at
17. Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at
19. P~incipal Tax Due
~ate (15) .00 X 00 .. .00
Lineal/Class A ~ate (16) .00 X 045.. .00
~ate (17) .00 X 12 .. .00
Collate~al/Class B ~ate (18) 818,299.11 X 15 .. 122,744.87
(19)" 122,744.87
+ AMOUNT PAID
INTEREST/PEN PAID (-)
.00 38,498.70
A
DATE
12-18-2006
NUMBER
CD007576
INTEREST IS CHARGED THROUGH 06-12-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
;C~ CALCULATION O~ ADDrTIONAL INTEREST.
20.282.91
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
38,498.70
84,246.17
12,639.87
96,886.04
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS R:::FLECTED AS .\ "C??'ODIT" (CRl, YOU MAY BE DUE
A REFUND. SEE RSVERSS s::~ C~ T~;: FC;:(M FC~ :~STRUCTIaNS.)
'1.470 EJCj6-88t
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
=:CEDENTS NAME
Winifred E Sanders
FILE NUMBER
Deborah Washington
ACN
2105-0377
101
=VIEWED BY
ITEM
CHEDULE NO.
EXPLANATION OF CHANGES
I 12 Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania
ans18 inheritan~e tax purposes.
15and The deduction(s) claimed for these item(s) have been suspended as no verification of
25 indebtedness was submitted in response to Departmental requests.
J 1 t013 Changed tax rate from 4.5 percent to 15 percent since nephews, nieces and their
children are considered collateral beneficiary.
ORIGINAL
Page 1