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BUREA~ OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210601
HARRISIURG PA 17121-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:1E20RDr:r.! (Vl~T~'C~ OF INHERITANCE TAX
.: ,-<:APP~~ISffl!N:'I", ALLOWANCE OR DISALLOWANCE
IU.J.;.; U~ot,De~~~YONS AND ASSESSMENT OF TAX
2007 JUL 20 PM 4: 0 I
CLERK OF
ORPHAN'S COURT
THOMAS R BAUMGARDJt~t<il2r:CJ/1IC CC1. p!~
3030 GETTYSBURG RD
CAMP HILL PA 17011
'*
REV-1547 EX AFP (06-05)
DATE 07-23-2007
ESTATE OF MOWER JOHN N
DATE OF DEATH 06-04-2006
FILE NUMBER 21 06- 0511
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2007
( 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
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 MOWER JOHN N FILE NO. 21 06-0511 ACN 101 DATE 07-23-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (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 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
NOTE:
(+)
INTEREST/PEN PAID (-)
6,903.08
.00
DATE
08-10-2006
05-21-2007
NUMBER
CD007081
CD008190
INTEREST IS CHARGED THROUGH 08-07-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
74,500.00
919,411.57
.00
.00
44.508.00
III ,285.60
45,000.00
(8)
(11)
(12)
(13)
(14)
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
1,194,705.17
16.7S:;9.7~
1,179,945.44
.00
1,179,945.44
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
137,273.46
5,400.00
142,673.46
141,359.25
1,314.21
101. 23
1,415.44
( 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.) ~~'
(9)
(10)
10,147.43
4.612.30
(15)
(16)
(17)
(18)
.00 X 00 =
.00 X 045 =
1,143,945.44 X 12 =
36,000.00 X 15 =
(19)=
AMOUNT PAID
131,158.52
3,297.65
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
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
DECEDENT'S NAME
John Mower
FILE NUMBER
REVIEWED BY
Sandra J Eslinger
ACN
2106-0511
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
J 11-2-3-
4
G 2-3-4-
5
The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
Changed tax rate from 12 percent to 15 percent since a niece and nephew is a collateral
beneficiary.
FILE
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