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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
_APP~A~HE'IiTV'ALtOWANCE OR DISALLOWANCE
OF-Dl:rll1e'TICl'NS AND ASSESSMENT OF TAX
' ''', -". . ~
DATE 07-09-2007
I: 4S ESTATE OF ROSENBERRY SHIRLEY A
DATE OF DEATH 01-12-2007
FILE NUMBER 21 07-0231
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
Amount Remittedl ~
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 4-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROSENBERRY SHIRLEY A FILE NO. 21 07-0231 ACN 101 DATE 07-09-2007
2007 JUL I 3
F---,
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RICHARD L WEBBER JR ESQ('I"
WEIGLE & ASSOCS VV
126 EKING ST
SHIPPENSBURG PA 17257
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) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
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
.00
23,946.60
.00
.00
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
23,946.60
(9)
ClO)
4,109.00
.00
(11 )
Cl2)
Cl3)
Cl4)
Net Value of Estate SUbject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
4.109.00
19,837.60
.00
19,837.60
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 Ahh 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:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl5) 19,837.60 X 00 .00
Cl6) .00 X 045 = .00
Cl7) .00 X 12 .00
Cl8) .00 X 15 .00
Cl9)= .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)