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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.... -: .~'. .." ,-.H{)T1:C,E,r:m:('[NtlER IT ANCE TAX
APP~A1S'EMEt{T,),! AL:L:OWANCE OR DISALLOWANCE
OFDS~UctltitlS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
1U01 JUl30 Pr\ \: ~8TE 07-23-2007
ESTATE OF WILLIAMS LILLIAN B
_ ,... DATE OF DEATH 08-15-2006
018\\ Or FILE NUMBER 21 06 - 0762
OOpU',,\I'(' r'n JRT
\ \ \ ~" J .)~"J'. I ~COUNTY CUMBERLAND
JOSEPH CAFARO JR ESQ OJ' -' \-IACN 101
COOPER ETAL APPEAL DATE: 09-21-2007
223 4TH AVE STE 1600 (Se""eneritJe..derObje</ions)
pCH PA 15222 A.ount .e.Itted[ J
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 W1LLIANS LILLIAH' FILE Ho. 21 06-0762 ACH 101 DATE 07-23-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
( ) 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)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
70.599.18
2.746.23
.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
73,345.41
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
15,915.84
(9)
(10)
3.047.18...
(11)
(12)
(13)
(14)
lA.QIi~ 02
54,382.39
.00
54,382.39
HDTE' If en e..e...ent we. I..ued p.evIeu.'V. lIne' 14. 15 end/o' 16. 17. " end ,. 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
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-13-2006 CD007430 273.68 5,200.00
05-17-2007 CD008191 .46- 1,052.90
TOTAL TAX CREDIT 6,526.12
BALANCE OF TAX DUE .23CR
INTEREST AND PEN. .00
TOTAL DUE .23CR ~\
\
*
(15) .00 X 00 .00
(16) .00 X 045 = .00
(17) 54,382.39 X 12 = 6,525.89
(18) .00 X 15 = .00
(19)= 6,525.89
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.)