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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.' .J\'irrv"', ~- .
. 'l.L"()i"l! JcU . .(X: C1F." INHERITANCE TAX
APPRcMSE Io\t,-'AI,.LOWANCE OR DISALLOWANCE
, .: c _ .: _ 1..' , , '. I " '~.- : .-
'-;;'-nf:t~DE.DI1CT:rO~~AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-09-2007
METZGER
11-23-2006
21 06-1043
CUMBERLAND
101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ZD07 JUll3 PH 12: 37
DAVID H STONE ESQ
STONE ETAL
,414 BRIDGE ST
NEW CUMBERLAND
CLERK OF
ORPHAN'S rell 18T
CWi,lC;~:'.r - J <,':',,' I
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PA 17070
*
REV-1547 EX AFP (06-05)
BEATRICE
L
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REy:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF METZGER BEATRICE L FILE NO. 21 06-1043 ACN 101 DATE 07-09-2007
T AX 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.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
267,347.65
.00
62,619.12
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
45,970.42
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
329,966.77
41;.970 4?
283,996.35
.00
283,996.35
If an assess.ent 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
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'
NOTE:
.00
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X 00 .00
283,996.35 X 045 = 12,779.84
.00 X 12 = .00
.00 X 15 = .00
(19)= 12,779.84
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-09-2007 CDOO7792 638.99 13,000.00
TOTAL TAX CREDIT 13,638.99
BALANCE OF TAX DUE 859.15CR
INTEREST AND PEN. .00
TOTAL DUE 859.15CR
II 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
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