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BUREAU OF INDIVIDUAL TAXES
INH~ITANCE TAX DIVISION
polllox 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF-DEDUCTI-ONS AND ASSESSMENT OF TAX
'*'
DATE 05-28-2007
ESTATE OF SMITH JANE B
DATE OF DEATH 11-03-2006
FILE NUMBER 21 06-1000
COUNTY CUMBERLAND
ACN 10 1
APPEAL DATE: 07-27-2007
( See reverse side "nder 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 SMITH JANE B FILE NO. 21 06-1000 ACN 101 DATE 05-28-2007
"(;1 h"Y ')\9 cVi I: 00
',,~J lit,; '- r
EDMUND J BERGER
BERGER LAW FIRM
2104 MARKET ST
CAMP HILL PA 17011
REV-1547 EX AFP (06-05)
( X) CHANGED
SEE ATTACHED NOTICE
TAX RETURN WAS: ( ) ACCEPTED AS FILED
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/Hortgage 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 ~ 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:
+
INTEREST/PEN PAID (-)
1,120.59
DATE
02-02-2007
NUMBER
CD001767
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
436.132.68
.00
.00
56.621.73
.00
8,594.38
(8)
501,348.79
(9)
(10)
20,720.30
2.589.78
(11)
(12)
(13)
(14)
?~.31n.OA
478,038.71
.00
478,038.71
(15)
(16)
(17)
(18)
.00
468,038.70
5,000.00
5,000.00
.00
21,061. 74
600.00
750.00
22,411.74
X ,00 =
X 045 =
X 12 =
X 15 =
(19)=
AMOUNT PAID
21,718.65
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
22,839.24
427.50CR
.00
427.50CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
/..- *
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
REVIEWED BY
ACN
2106-1000
101
Smith, Jane B.
Daniel Heck
ITEM
SCHEDULE NO.
E 6
EXPLANATION OF CHANGES
The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
Assets reported as a result of court action must be reported at the full settlement value
with the date of the final settlement.
ROW
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