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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~OTt~~_OF INHERITANCE TAX
~PPRAtSEMENT; ALLOWANCE OR DISALLOWANCE
- OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 05-28-2007
ESTATE OF PETERSON DWIGHT R
DATE OF DEATH 09-28-2006
FILE NUMIER 21 06-1128
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2007
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETERSON DWIGHT R FILE NO. 21 06-1128 ACN 101 DATE 05-28-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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EDWARD P SEEBER
PECHT & ASSOCS
1205 MANOR DR STE 200
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) 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 ~ 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 lASED ON: ORIGINAL RETURN
1. Real E~tate (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:
NUMBER
CD007589
+
INTEREST/PEN PAID (-)
26.33
DATE
12-19-2006
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
19.025.00
.00
684,371.79
(8)
703,396.79
(9)
(10)
17,561.60
5.049.49
(11)
(12)
(13)
(14)
?? . ~ 1 1 n Q
680,785.70
.00
680,785.70
(15)
(16)
(17)
(18)
669,083.20 X
11,702.50 X
. DO X
. DO X
.00
526.61
.00
.00
526.61
DO
045 =
12 =
15 ..
(19)=
AMOUNT PAID
500.28
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
526.61
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YDU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR