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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
"--ARPRAISEMENT, ALLOWANCE OR DISALLOWANCE
., "OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 07-02-2007
ESTATE OF ALDERMAN ARLENE H
DATE OF DEATH 02-28-2007
FILE NUMBER 21 07-0250
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
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 ALDERMAN ARLENE H FILE NO. 21 07-0250 ACN 101 DATE 07-02-2007
BUREAU OF INDIVIDUAL TAXES' ,'.
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
20G7 JUL /3 Pi") 12: 36
ORF)-!"
JAMES M ROBI~~ptt
TURD LAW OFFICES
28 SPIn ST
CARLISLE PA 17013
REV-1547 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)
S. 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.
11.
12.
13.
14.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
9,845.62
.00
722,743.43
(8)
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO)
32,207.21
359.07
Cl1)
Cl2)
Cl3)
Cl4)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
732,589.05
3~.~66.~8
700,022.77
.00
700,022.77
If an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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'
ClS)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
680,022.77 X 045 = 30,601.02
20,000.00 X 12 2,400.00
.00 X 15 .00
Cl9)= 33,001.02
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-03-2007 CD008116 1,650.05 31,350.97
TOTAL TAX CREDIT 33,001.02
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 tl, NO PAYMENT IS REQUIRED. (""'.\i'\ ")
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)