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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
*'
REV-1547 EX AFP (06-05)
DATE 07-09-2007
ESTATE OF LEIDIGH LOUISE M
DATE OF DEATH 06-12-2004
FILE NUMBER 21 04-0576
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~9~~_!~!~_~!~~______~___!~!~!~_~~~~!_~~!!!~~_~~!_!~~!_!~~~!~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEIDIGH LOUISE M FILE NO. 21 04-0576 ACN 101 DATE 07-09-2007
IVO V OTTO III
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
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 Gl
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
8,205.85
.00
78,458.88
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
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
(9)
(10)
4,364.93
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
86,664.73
10.777 Ji4
75,887.19
.00
75,887.19
NOTE: 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 Ab.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 75,887.19 X 045 = 3,414.92
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,414.92
6.412.61
(11 )
(12)
(13)
(14)
TAX CREDITS:
PAYMENT RECEIpT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-09-2007 CD008136 .00 1,936.33
05-09-2007 CD008137 457.74- 1,936.33
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-10-2007 TOTAL TAX CREDIT 3,414.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. 15.60
TOTAL DUE 15.60
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 HAY BE DUE
A REFUND. SEE REVERS!;, ~Tn~ n~ TIne: cnOM enD TUl:'TDIlt'T"'H'" ,
~fI.