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COMMONWEALTH OF PENNSYLVANIA
,~EPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~p~RAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 07-02-2007
ESTATE OF SHAUB MATILDA E
DATE OF DEATH 07 -31-2006
FILE NUMBER 21 06-0711
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2007
( See r~erse 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 +--
-----------------------------------------------------------.-------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHAUB MATILDA E FILE NO. 21 06-0711 ACN 101 DATE 07-02-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
P'\-'l?' 35
rj t:.-,.
'HI[J7 I; II ! 3
LU I w\....L.
THOMAS J AHRENS
AHRENS LAW FIRM
52 GETTYSBURG PIKE
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
RETURN
(1)
(2)
(3)
(4)
NO. 01
.00
4,555.32
.00
.00
.00
.00
.00
NOTE: To insu~e p~ope~
c~edit to you~ account.
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
(5)
(6)
(7)
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(B)
4,555.32
(9)
ClO)
3,469.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Charitable/Gove~nmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. 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 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 ~ate
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:
.00
Cl1)
Cl2)
Cl3)
Cl4)
3.469.00
1,086.32
.00
559,249.22
CIS)
Cl6)
(17)
Cl8)
.00 X
.00 X
.00 X
559,249.22 X
.00
.00
.00
83,887.44
83,887.44
00
045 =
12
15
Cl9)=
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2006 CD007373 4,186.22 79,538.22
04-19-2007 CD008059 .00 163.00
TOTAL TAX CREDIT 83,887.44
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 tl. NO PAYMENT IS REQUIRED. ci~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)