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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRA-ISEtfEt.iT', ALLOWANCE OR DISALLOWANCE
.OFDEDtJCT'~OtfS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 07-09-2007
ESTATE OF MOWERY ROBERT W
DATE OF DEATH 08-06-2006
FILE NUMBER 21 06 - 0708
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
Amount Remittedl I
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 +--
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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 MOWERY ROBERT W FILE NO. 21 06-0708 ACN 101 DATE 07-09-2007
?MiJ il:! 1<)
.. U .' j ",-, ,_ I.)
PH 12: 36
WILLIAM A DUNCAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
('I
\"';1
;'~,.-:-
PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. 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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
200,909.95
.00
.00
.00
20,612.91
.00
295,554.96
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
517,077.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
(10)
26,233.66
12.
13.
14.
Net Value of Tax Return
161,348.71
(11)
(12)
(3)
(4)
1B7.IiB~.37
329,495.45
.00
329,495.45
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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:
295,554.96 X 00 .00
33,940.49 X 045", 1,527.32
. 00 X 12 .00
.00 X 15 .00
(9)= 1,527.32
OS)
(6)
(7)
(8)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-07-2007 CD008127 .00 1,527.32
07-02-2007 SBADJUST .00 .33
TOTAL TAX CREDIT 1,527.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 "CREDIT" (CR), YOU MAY BE DUE~\
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)