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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
r" "rJ'rn-',, "'o.:n:cK OF INHERITANCE TAX
i '='..AAPRA-iSE-HEkr-i~-AJ..LOWANCE OR DISALLOWANCE
,OJ=' nEIlUdTIONS, .AND ASSESSMENT OF TAX ON
~JOfNTLY HELD OR TRUST ASSETS
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KAREN J MARCH
3755 MOUNTAIN VIEW RD
MECHANICSBURG PA 17050
REV-154B EX AFP (06-05)
DATE 01-15-2007
ESTATE OF PETERSON RICHARD N
DATE OF DEATH 07-17-2006
FILE NUMBER 21 06-1101
COUNTY CUMBERLAND
SSN/DC 086-20-0896
ACN 06153182
APPEAL DATE: 03-16-2007
(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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY=is4S-EX-AFP-C03=Os5----------------------------------------------------------__________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 01-15-2007
ESTATE OF PETERSON
RICHARD
CUMBERLAND
N DATE OF DEATH 07-17-2006
FILE NO. 21 06-1101
TAX RETURN WAS:
COUNTY
S.S/D.C. NO. 086-20-0896
eX) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
TYPE OF ACCOUNT:
DATE ESTABLISHED
ACN
06153182
ACCOUNT NO.
118029-59
()SAVINGS () CHECKING (>TRUST OC )TIME CERTIFICATE
01-29-1993
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
10,579.59
0.166
1,763.30
.00
1,763.30
.45
79.35
X
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-30-2006 CD007558 .00 79.35
TOTAL TAX CREDIT 79.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 /'1
II IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. II L
( 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. )