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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
~F DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
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JO ANN PAULUS
41 FISHER RUN
DILLSBURG
C~LEFi<.
oRDHr 1RT
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C.U','
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-02-2007
RIDER
05-28-2006
21 06-0522
CUMBERLAND
101
APPEAL DATE: 08-31-2007
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND
REGISTER OF WILLS
CATHERINE M
RD
PA 17019
I
REMIT PAYMENT TO:
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 RIDER CATHERINE M FILE NO.21 06-0522 ACN 101 DATE 07-02-2007
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) Cl) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 805,954.00 credit to your account.
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 38,376.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 63,286.00
S. Total Assets (S) 907,616.00
APPROVED DEDUCTI ONS AND EXEMPTI ONS : 17,039.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule IJ ClO) 3.363.00
1l. Total Deductions CllJ "0.40".00
12. Net Value of Tax Return Cl2) 887,214.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl3) .00
14. Net Value of Estate Subject to Tax Cl4) 887,214.00
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate ClS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 887,214.00 X 045 - 39,924.63
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
IS. Amount of Line 14 taxable at Collateral/Class B rate ClS) .00 X 15 = .00
19. Principal Tax Due Cl9)= 39,924.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-28-2007 CD007850 .00 39,924.63
TOTAL TAX CREDIT 39,924.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE d;:f\
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~