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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
- - ",- ..A!P~I~E:M/;tll, ALLOWANCE OR DISAllOWANCE
_/-"jro.:~' Q.~DU~J1foNS AND ASSESSMENT OF TAX
,i -
*'
-
2D07 JUL 30 PN I: 25
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.
DATE 07-23-2007
ESTATE OF BALLOTS PATRICIA J
DATE OF DEATH 09-02-2006
FILE NUMBER 21 06-1068
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2007
( See reverse side under Ohjections)
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 BALLOTS PATRICIA J FILE NO. 21 06-1068 ACN 101 DATE 07-23-2007
HUBERT X GILROY
HARTSON LAW OFFICES
10 EAST HIGH ST
CARLISLE
eLE""'1 r r-
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PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
120,000.00
311.422.14
.00
.00
8,816.43
.00
8,186.13
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
448,424.70
30,092.77
10.
Il.
12.
13.
14.
DebtS/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
10,704.29
(11 )
(12)
CI3)
CI4)
40.797.06
407,627.64
.00
407,627.64
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE. If on OSSOSs.ont .OS issuod pro.iously, Iinos I., 15 and/or I', 17, 18 and ,. 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
CIS) .00 X 00 .00
CI6) 407,627.64 X 045 = 18,343.24
CI7) .00 X 12 = .00
(18) .00 X 15 = .00
CI9)= 18,343.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (_)
05-31-2007 CD008216 .00 18,343.24
TOTAL TAX CREDIT 18,343.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
" 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.)