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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
.:'::::(:A"~Rmql'\E:l'!:~',,;~AlI.;OWANCE OR DISALLOWANCE
, ,...,/'jIOF'-DEOu'tftOHS' AND ASSESSMENT OF TAX
I ..--
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-23-2007
LONG
12-07-2006
21 06-1134
CUMBERLAND
101
APPEAL DATE: 09-21-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2007 JUL 30 Pr1 I: 25
ALICE L BROWN
442 N STAR DR
HBG
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PA 17112
*'
REV-1547 EX AFP (06-05)
PAULINE
TO:
~Y!_~~~~~_!~l~_~l~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LONG PAULINE FILE NO. 21 06-1134 ACN 101 DATE 07-23-2007
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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
DATE
03-02-2007
05-22-2007
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
NOTE:
RECEIPT
NUMBER
CDo07856
CDo08196
DISCOUNT (+)
INTEREST/PEN PAID (-)
649.91
.00
PAYMENT MUST BE MADE BY 09-07-2007*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
167,291.44
.00
.00
125,409.10
17,474.76
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
310,175.30
3./78 159
306,896.71
.00
306,896.71
.00
13,810.35
.00
.00
13,810.35
13,774.27
36.08
.00
36.08
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(9)
(10)
3,278.59
.00
(11)
(12)
(13)
(14)
(IS)
(16)
(17)
(18)
.00
306,896.71
.00
.00
X DO =
X 045 =
X 12 =
X 15 =
(19)=
AMOUNT PAID
12,348.25
776.11
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE