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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
CillCE NOTICE OF INHERITANCE TAX
A~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
'bF'DEDUCTIONS AND ASSESSMENT OF TAX
.
BUREAU OF INDIVIDUAL TAXES--
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2001 JUL 20 PM 4: 00
*'
REV-1547 EX AFP (06-05)
DATE 07-23-2007
ESTATE OF MANNING FANNIE L
DATE OF DEATH 05-28-2006
FILE NUMBER 21 06- 0479
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 MANNING FANNIE L FILE NO. 21 06-0479 ACN 101 DATE 07-23-2007
CLERK OF
ORPHAN'S COURT
L'lltl~;).! T', (~n Pi)"
LEONARD TI NTN(5.HJI'E-;::,Q , _. - , '
BOSWELL ETAL
PO BOX 741
HBG PA 17108
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (I)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C) (3)
4. Mo~tgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E) (5)
6. Jointly Owned P~ope~ty (Schedule F) (6)
7. T~ansfe~s (Schedule G) (7)
S. Total Assets
NO. 01
.00
22,337.28
.00
.00
34.00
.00
.00
(S)
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
.00
(9)
ClO)
.00
NOTE: 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 (15)
16. Amount of Line 14 taxable at Lineal/Class A ~ate (16)
17. Amount of Line 14 at Sibling ~ate (17)
IS. Amount of Line 14 taxable at Collate~al/Class B ~ate (IS)
19. P~incipal Tax Due
SEE ATTACHED NOTICE
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
22,371.28
ell)
Cl2)
Cl3)
Cl4)
.00
22,371.28
.00
2,964,826.32
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045=
.00 X 12 =
2,964,826.32 X 15 =
Cl9)=
CO
INTEREST/PEN PAID (-)
5,263.16
7,894.74
.00
AMOUNT PAID
100,000.00
150,000.00
178,210.37
DATE
07-27-2006
08-21-2006
02-27-2007
NUMBER
CD007017
CD007122
CD007848
INTEREST IS CHARGED THROUGH 08-07-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
444,723.96
444,723.96
441,368.27
3,355.69
11 7.58
3,473.27
( 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 (6-88)
4 ,
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Fannie L. Manning
FILE NUMBER
REVIEWED BY
Anita McCully
ACN
2106-0479
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
8
Accepted additional assets.
E 3-14 Forwarded to Post Assessment Review Unit in reference to the reduction to these
certificates of deposit.
E 28 Accepted additional asset.
H 8-7 Forwarded to Post Assessment Review Unit in reference to the reduction to these
expenses.
ROW
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