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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NtlHl;E;-OF -INHERITANCE TAX
- AfPRArS~MEN+; ALLOWANCE OR DI SALLOWANCE
OF-DEDUc1rdNS AND ASSESSMENT OF TAX
- - -
PI"l !2: 36 DATE 07-09-2007
ESTATE OF LAGACY RAYMOND E
DATE OF DEATH 07-07-2006
FILE NUMBER 21 06 - 0734
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 LAGACY RAYMOND E FILE NO. 21 06-0734 ACN 101 DATE 07-09-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
2[!fll il!l ! ''':1
\~..lj \".i\rl- J v
DOUGLAS C YOHE ESQ
LATSHA ETAL
1700 BENT CRK BLVD 14
MECHANICSBURG PA 17050
REV-1547 EX AFP (06-05)
CHANGED
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.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
Net Value of Estate Subject to Tax
NOTE:
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:
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
14,519.56
69,232.94
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
83,752.50
(9)
Cl O}
15,019.25
108.157.66
Cll}
Cl2}
Cl3}
1?3.176.91
39,424.41-
.00
39,424.41-
Cl4}
ClS}
Cl6}
Cl7}
Cl8}
.00 X
.00 X
.00 X
.00 X
.00
.00
.00
.00
.00
00
045 =
12
15
Cl9}=
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
dY\
* 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.)