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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
1
06-18-2007
CURRAN
05-07-2006
21 06-0696
CUMBERLAND
101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remitted[ _-==:1
MAKE CHECK PAYABLE AND REMIT PAYI.,ENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUR&-;"u' OF INDIVIDUAL T/lXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 :X AFP (06-05)
JACQUELEN L
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
SAMUEL LANDES
PO BOX 168
LEMOYNE
PA 17043
~~!_~~~~~_!~!~_~!~~______~___~~I~!~-,~~~~_~~~I!~~-~~~-y~~~-~~~~~~~--~--------------------
REV-1547 EX AFP '03-05' HOT1CE OF lHHER1TAHCE TAX APPRA1SEMEHT, ALLOWAHCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CURRAH JACQUELEH L FlLE HO. 21 06 - 0696 ACH 101 DATE 06 -18 - 2DD7
TAX RETURN WAS: ( ) 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/Mise. Personal Property (schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
B.
Total J~ssets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/GoVernmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
" an assessoent .as issued p,eviouslY, lines 14, 15 and/o' 16, 17, 18 and 19 .ill
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount cf Line 14 at Spousal rate
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-04-2006 CD007053 631. 58 12,000.00
04-17-2007 CD008038 .00 2,669,,09
\
INTEREST IS CHARGED THROUGH 07-03-2007 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
REVERSE SIDE OF THIS FORM INTEREST AND PEN.
TOTAL DUE
NOTE:
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
( X) CHANGED
SEE ATTACHED NOTICE
(1)
(2)
(3)
(4)
(5)
(6)
(n
.00
4,874.31
.00
.00
1,902.00
1,586.88
131,760.90
NOTE: To insure proper
crl~dit to your account,
submit the upper portio
of this form with your
tax payment.
140,124.09
(B)
11,922.50
(9)
(0)
959.21
(1)
(12)
17.881 71
127,242.38
.00
127,242.38
03 )
(4)
05) .00 X
(6) .00 X
(7) .00 X
OB) 127,242.38 X
00
-
045 "--
12
15
.00
.00
.00
19,086.36
19,086.36
~
09 )=
-L
15,300.67
3,785.69
161. 38
3,947.07
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CRED::T" (CR). YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV~1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE.
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
ITEM
SCHEDULE NO.
Jacquelene L. Curran
Bill Lyons
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
IFILE NUMBER__
:2106-0696
ACN
101
J
A niece is a collateral heir.
ROW
Page 1