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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 06-11-2007
ESTATE OF PERRY MAI~GARET K
DATE OF DEATH 02-13-2006
FILE NUMBER 21 06-0178
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2007
( See reverse side under Objections)
Amount Remitted[ ~
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 +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PERRY MARGARET K FILE NO. 21 06 - 0 178 ACN 101 DATE 06 -11- 2007
JOHN L PERRY
12 WALNUT LN
CAMP HILL
PA 17011
.
REV-154l EX AFP (06--05)
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostS/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
Cl 0)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
) CHANGED
373,000.00
2,032.30
.00
.00
7,093.82
3,108.59
1,461,497.87
(8)
57,876.75
3,123.83
(11 )
Cl2)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,846,732.58
6] . QO 0 "iR
1,785,,'32.00
40.00
1,785,6;92.00
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 1'. 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'
Cl5) .00 X 00 .00
-
Cl6) 1,785,692.00 X 045 = 80,3~
(17) .00 X 12 .00
-
(18) .00 X 15 .00
-- -
Cl9)= 80,31~
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (_)
05-11-2006 CD006680 3,985.00 75,715.00
02-15-2007 CDOO7810 12.66- 872.65
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
80,559.99
203.85CR
.00
203.85CR
,~
IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ,-I I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CI~), YOU MAY BE DUE ;,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I