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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, ", .' ,~'~bTicE OF INHERITANCE TAX
APP~Ai~E"ENT, ALLOWANCE OR DISALLOWANCE
, J'IF .DEDuCTIONS AND ASSESSMENT OF TAX
05-28-2007
SANDERS
01-25-2005
21 05-0377
CUMBERLAND
101
APPEAL DATE: 07-27-2007
( See reverse side ""der Objections)
A.ount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,
.'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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STEPHEN J HOGG
STE 101
19 S HANOVER ST
CARLISLE
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PA 17013
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REV-1S47 EX AFP (06-0S)
WINIFRED
E
TO:
~~!_~~~~~_!~!!_~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
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 05-0377 ACN 101 DATE 05-28-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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
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
If an assess.ent was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. A.ount 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 (-)
.00
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax payment.
886,439.65
(11)
(12)
(13)
(14)
~8. 140.. 'i4
818,299.11
.00
818,299.11
687.863.98
.00
.00
198.575.67
.00
.00
(8)
(9)
(10)
47,857.63
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
(15)
(16)
(17)
(18)
.00 X 00 =
.00 X 045 =
.00 X 12 '"
818,299.11 X 15 =
(19)=
20.282.91
AMOUNT PAID
38,498.70
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
122,744.87
122,744.87
38,498.70
84,246.17
12,639.87
96,886.04
,
. 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 (!'-f8)
t
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
Winifred E Sanders
REVIEWED BY
ACN
2105-0377
101
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
I 12 Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania
ans18 inheritance tax purposes.
I 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.
ROW
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