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DATE 07-23-2007
ESTATE OF RUSS JULIE A
DATE OF DEATH 11-26-2005
FILE NUMBER 21 06-0156
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2007
( 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 RUSS JULIE A FILE NO. 21 06-0156 ACN 101 DATE 07-23-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE~~~I~ALLOWANCE OR DISALLOWANCE
-- ('-rlfl:r'~~E~Hc;t'~*.NS AND ASSESSMENT OF TAX
20G1 JUL 30 Pr\ I: 22
CLEr,lIl "',r::,
rll\ I,
OPrJu t, \. I ':: ('n, I !OT
I If I 1/\ '1 ~) \,...J":'-\.:.', I.
CUI/~:- - ,- 'I
WILLIAM S DANIELS
HUMER & DANIELS
1 W HIGH ST STE 205
CARLISLE PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
S. Total Assets
(ll
(2)
(3)
(4)
(5)
(6)
0)
.00
.00
.00
.00
291,730.66
73,090.25
291,547.73
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate SUbject to Tax
(9)
ClO}
26,662.82
4,287.85
*'
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
656,368.64
ell)
Cl2)
Cl3)
Cl4)
30.91>0.6.7
625,417.97
.00
625,417.97
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
ClS) .00 X 00 .00
Cl6) 625,417.97 X 045 = 28,143.81
Cl7) .00 X 12 = .00
ClS) .00 X 15 = .00
Cl9}= 28,143.81
TAX CR~DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-24-2006 CD006372 1,407.19 28,000.00
TOTAL TAX CREDIT 29,407.19
BALANCE OF TAX DUE 1,263.38CR
INTEREST AND PEN. .00
TOTAL DUE 1,263.38CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
~ r~
( 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.)