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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 05-21-2007
I: ~TATE OF TIPPETT RONALD E
DATE OF DEATH 11-19-2005
FILE NUMBER 21 05-1044
COUNTY CUMBERLAND
"" ACN 101
APPEAL DATE: 07-20-2007
( 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 TIPPETT RONALD E FILE NO. 21 05-1044 ACN 101 DATE 05-21-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
t/-~' "2" 2 Sf
r' !."
,- ;'1
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG
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,IV~)'- '
PA 17055
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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 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
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
NOTE:
o +
INTEREST/PEN PAID (-)
287.30-
.00
DATE
03-16-2007
05-14-2007
NUMBER
CD007914
SBADJUST
(1)
(2)
(3)
(4)
(5)
(6)
(7)
173,000.00
43,501.19
.00
.00
31,301.64
.00
14,854.96
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
262,657.79
(9)
(10)
42,407.06
67.499.31
(11)
(12)
(13)
(14)
10Q.90~.~7
152,751. 42
.00
152,751.42
(15)
(16)
(17)
(18)
.00 X
152,751.42 X
.00 X
.00 X
00
045 =
12 =
15 =
.00
6,873.81
.00
.00
6,873.81
(19)=
AMOUNT PAID
7,161.11
2.45
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,873.81
.00
.00
.00
* 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 D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)