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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:./',,"',:"tT, (,ITI;'I,.q;[I~E OF INHERITANCE TAX
_,'.., ,-AP.P~:rJ;itME.NT, ALLOWANCE OR DISALLOWANCE
.' '.., i ':.pF DED,UCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
2007 JUN 25 PM 3: 57
DATE 06-18-2007
ESTATE OF LYONS EMMA K
DATE OF DEATH 10-16-2006
FILE NUMBER 21 06-0974
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remittedl ~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
THOMAS L BRIGHT
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
CLERI< OF
ORPHAN'S COURT
ESQUr\F' " . Df\
PA 17257
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 LYONS EMMA K FILE NO.21 06-0974 ACN 101 DATE 06-18-2007
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1- Real Estate (Schedule A) (l) 624,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 17,511.52 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 187,065.99 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 1,755,719.61
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (S) 2,584,297.12
APPROVED DEDUCTIONS AND EXEMPTI ONS : 110,445.15
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) ClO} 11.186.68
11. Total Deductions (11) 1?1.631.83
12. Net Value of Tax Return Cl2} 2,462,665.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl3} .00
14. Net Value of Estate Subject to Tax Cl4} 2,462,665.29
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate ClS} .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6} 2,462,665.29 X 045 = 110,819.94
17. Amount of Line 14 at Sibling rate Cl7} .00 X 12 = .00
IS. Amount of Line 14 taxable at Collateral/Class B rate ClS} .00 X 15 - .00
19. Principal Tax Due Cl9}= 110,819.94
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-11-2007 CD007691 5,541.00 120,000.00
TOTAL TAX CREDIT 125,541.00
BALANCE OF TAX DUE 14,721.06CR
INTEREST AND PEN. .00
TOTAL DUE 14,721.06CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)