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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"irf'r"'~[~\rf1 n!tl!T(iI'lE!~~F INHERITANCE TAX
f.,tlJ)Aj:>./i.RAr-s'EHt!~!i' ,'..AllOWANCE OR DISAllOWANCE
"0.1;' D1:Due:r:loi'/s AND ASSESSMENT OF TAX
. ,
DATE 06-18-2007
ESTATE OF BAUGHMAN YVONNE L
DATE OF DEATH 07-29-2006
FILE NUMBER 21 06-0693
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remittedl 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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAUGHMAN YVONNE L FILE NO. 21 06-0693 ACN 101 DATE 06-18-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2007 JUN 25 Pi; 3: 55
JOHN MEAKIN
MARKET SQUARE
MECHANICSBURG
CLERK OF
ORPHAf\J'S COURT
Cut~ Irrc-' . n, D,\
lV;: r.
BLDG
PA 17055
RE'I-15"i7 EX AFP (06-05)
TAX 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 G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage liabilities/liens (Schedule I)
Total Deductions
Net Value of Tax Return
(1)
(2)
(3)
(4)
(5)
(6)
(7)
174,900.00
.00
.00
.00
55,747.76
.00
.00
(9)
CIa)
27,862.50
58,464.86
(11 )
(12)
CI3)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
CI4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax piiyment.
(8)
230,647.76
86.3~7.36
144,320.40
.00
144,320.40
NOTE: If an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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
TAX CREDITS'
CIS) .00 X 00 .00
~
CI6) 144,320.40 X 045 =--- 6,494.42
CI7) .00 X 12 .00
-
(18) .00 X 15 "'--- .00
(19)=-- 6,494.42
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-19-2007 CD008050 .00 6,494.42
TOTAL TAX CREDIT 6,494.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 MAY BE U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)