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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
;I',P"f'R'A'fSEMENT, ALLOWANCE OR DISALLOWANCE
~. OF'DEDUCTIONS AND ASSESSMENT OF TAX
07-09-2007
NAYMIK
02-07-2007
21 07-0283
CUMBERLAND
101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D6Dl
HARRISBURG PA 17128-D6Dl
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L!:U, JLL
13
Ph
f: 45
MARCIE A ANDRIC\I.'
3448 FACULTY RD
DUNCANNON PA 17020
REV-1547 EX AFP (D6-D5)
ROSE
M
I
PAYMENT TO:
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 NAYMIK ROSE M FILE NO. 21 07-0283 ACN 101 DATE 07-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
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)
5. 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. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
ClO)
) CHANGED
.00
96,920.54
.00
.00
2,702.91
571.12
.00
13,826.01
822.35
(11 )
Cl2)
Cl3)
Cl4)
13.
14.
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
100,194.57
14.64R.36
85,546.21
.00
85,546.21
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
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 (18)
NOTE:
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
05-01-2007
DISCOUNT (+)
INTEREST/PEN PAID (-)
191.95
RECEIPT
NUMBER
CD008109
Cl5)
Cl6)
Cl7)
.00 X 00 .00
85,546.21 X 045 = 3,849.58
.00 X 12 .00
.00 X 15 .00
Cl9)= 3,849.58
AMOUNT PAID
3,646.98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 11-07-2007*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
3,838.93
10.65
.00
10.65
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)