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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~:-- ',NplfICEi' OF INHERITANCE TAX
APPRAisE~ENT, ALLOWANCE OR DISALLOWANCE
,~F DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
Z007 JUL 13 PH 12: 35
ELYSE E ROGERS ESQ
KEEFER ETAL
635 N 12TH ST STE 400
LEMoYNE PA 17043
DATE 07-02-2007
ESTATE OF PUGH GLADIS E
DATE OF DEATH 08 - 0 1-2006
FILE NUMBER 21 06-0735
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2007
( 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 4-
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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 PUGH GLADIS E FILE NO.21 06-0735 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 493,549.40 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) 12,352.77
6. Jointly Owned Property (Schedule F) (6) 3,710.13
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 509,612.30
APPROVED DEDUCTIONS AND EXEMPTI ONS : 12,101.24
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) ClO) 28.109.46
1l. Total Deductions Cl1) 40.?10 70
12. Net Value of Tax Return Cl2) 469,401.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl3) .00
14. Net Value of Estate Subject to Tax Cl4) 469,401.60
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 Cl5) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 469,401.60 X 045 = 21,123.07
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 - .00
19. Principal Tax Due Cl9)= 21,123.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-30-2006 CD007375 1,039.47 19,750.00
04-28-2007 CD008095 .00 333.63
TOTAL TAX CREDIT 21,123.10
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR &
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)