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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(':~,' NOTICE OF INHERITANCE TAX
~)rfAPp.RAISEMENT. ALLOWANCE OR DISALLOWANCE
, , ,qF DEDUCTIONS AND ASSESSMENT OF TAX
.
BUREAU OF INDIVIDUAL TAXdl=C\ ',-:,"\,',
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 07-23-2007
ESTATE OF ZERANCE PATRICIA J
DATE OF DEATH 05-22-2006
FILE NUMBER 21 06-0490
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2007
( See reverse side under Objections)
A.ount Remitted\ 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 ZERANCE PATRICIA J FILE NO. 21 06-0490 ACN 101 DATE 07-23-2007
2007 JUL 30 PM I: 22
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DIANE MOILS @lSfQr;r: ,.,\
OILS & OILS
1400 N 2ND ST 1ST FL
HBG PA 17102
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
25,000.00
.00
.00
.00
13,219.00
48,421. 96
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
86,640.96
7,016.86
(9)
UO)
35.449.93
(11 )
(2)
(3)
(4)
4?4t;t; 79
44,174.17
.00
44,174.17
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
US) .00 X 00 .00
(6) 44,174.17 X 045 = 1,987.84
(7) .00 X 12 = .00
(8) .00 X 15 = .00
(9)= 1,987.84
TAX CRE'DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-16-2006 CD007119 99.39 3,718.26
TOTAL TAX CREDIT 3,817.65
BALANCE OF TAX DUE 1,829.81CR
INTEREST AND PEN. .00
TOTAL DUE 1,829.81CR
* 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.)
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