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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAi:~~~~NT, ALLOWANCE OR DISALLOWANCE
OF DEI;llicTIONS AND ASSESSMENT OF TAX
I
REV-1547 EX AFP (06-05)
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Ph 12: 35
DATE 07-02-2007
ESTATE OF STEWART HILDA M
DATE OF DEATH 09-04-2006
FILE NUMBER 21 06-0853
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
JAMES D BOGAR
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
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OFCS
PA 17011
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 STEWART HILDA M FILE NO.21 06-0853 ACN 101 DATE 07-02-2007
TAX RETURN WAS: ( X) ACCEPTED AS FILED { } CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) {l} 136,000.00 NOTE: To insure proper
2. Stocks and Bonds {Schedule B} (2) .00 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 54,687.35
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 50,555.41
8. Total Assets (8) 241,242.76
APPROVED DEDUCTIONS AND EXEMPTIONS: 26,797.18
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule l) ClO} .00
ll. Total Deductions Cll} ?6.797.18
12. Net Value of Tax Return Cl2} 214,445.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl3} .00
14. Net Value of Estate Subject to Tax Cl4} 214,445.58
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} 214,445.58 X 045 - 9,650.05
17. Amount of Line 14 at Sibling rate Cl7} .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8} .00 X 15 - .00
19. Principal Tax Due Cl9}= 9,650.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-29-2006 CD007490 481.50 9,148.50
05-02-2007 CD008104 .00 20.05
TOTAL TAX CREDIT 9,650.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. I
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUI(,''\)
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.}