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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
r:;:r.Oprm~~~'t'l:;[ ALLOWANCE OR DISALLOWANCE
. 'c..') J' JUI.\'()FJJoIE~T>lONS AND ASSESSMENT OF TAX
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANGE TAX DIVISION
PI'!. Bl:J( 2B0601
HARRISBURG PA 1712B-0601
REV-1547 EX AFP (06-05)
DATE 07-02-2007
ESTATE OF NAUGLE ALICE L
DATE OF DEATH 01-08-2006
FILE NUMBER 21 06-0118
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2007
( See reverse side under Objections)
A.ount Re.ittedl 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 NAUGLE ALICE L FILE NO. 21 06-0118 ACN 101 DATE 07-02-2007
2001 JUN 29 PH I: 05
CLERK OF
:~R:A::I~ ~~AYBILL ci~~~:~{~ C9~RTpA
MIFFLINTOWN PA 17059
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
28,464.00
.00
.00
300.00
100,294.00
.00
(8)
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
129,058.00
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
14,950.22
(9)
(10)
.00
(11)
(12)
(13)
(14)
14.9r;o.??
114,107.78
1,112.31
112,995.47
NOTE:
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. Tax Due
(15)
(16)
(17)
(18)
.00 X
. DO X
.00 X
112,995.47 X
DO
045 =
12 =
15 =
(1'1)=
.00
.00
.00
16,949.32
16,949.32
A M
DATE
04-03-2007
04-03-2007
NUMBER
CD007965
CD007966
+)
PAID (-)
.00
.00
AMOUNT PAID
536.71
15,629.67
INTEREST IS CHARGED THROUGH 07-17-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
16,166.44
782.88
636.57
1,419.45
* 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.)
~
REV.147D EX~)
W INHERITANCE TAX
~
. EXPLANATION
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Naugle, Alice 2106-0118
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The specific bequests have been pro-rated.
ROW
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