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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
N~J1CE OF INHERITANCE TAX
., ,'- ':A'PI>R.(J:~E""'T, ALLOWANCE OR DISALLOWANCE
-':Of:liEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 06-05-2007
ESTATE OF FAUGHT MARY E
DATE OF DEATH 03-08-2006
FILE NUMBER 21 06-0253
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2007
( See reverse side IInder Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FAUGHT MARY E FILE NO. 21 06-0253 ACN 101 DATE 06-05-2007
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210&01
HARRISIURG PA 17121-0601
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ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE PA 17013
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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/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-electe~ 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14
19. Principal Tax Due
NOTE:
at Spousal
taxable at
at Sibling
taxable at
rate
Lineal/Class A rate
rate
Collateral/Class B rate
+
INTEREST/PEN PAID (-)
261. 00
.00
.00
DATE
06-06-2006
01-11-2007
03-28-2007
NUMBER
CD006791
CD007681
CD007947
INTEREST IS CHARGED THROUGH 06-20-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
el)
(2)
(3)
(4)
(5)
(6)
(7)
62,000.00
100.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
21,836.00
.00
98,988.00
(8)
182,924.00
(9)
ClO)
10,733.00
8.448.00
(11)
Cl2)
(13)
Cl4)
19.181 00
163,743.00
.00
163,743.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
Cl5)
Cl6)
Cl7)
(18)
.00 X 00 ..
163,743.00 X 045..
.00 X 12 ..
.00 X 15 ..
Cl9)"
.00
7,368.44
.00
.00
7,368.44
AMOUNT PAID
4,959.00
1,700.00
298.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
7,218.00
150.44
24.89
175. 33
. 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 E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~ '
..
REV-1470 EX (6-88)
'*
~
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0253
101
Faught, Mary E.
Daniel Heck
ITEM
SCHEDULE NO.
H B-3
EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse or
if no spouse, a parent or child living in the same household as the decedent as of the date
of death.
ROW
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