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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 DF INHERITANCE TAX
APPR~U~ME,NT ~ ALLOWANCE,o,OR DISALLOWANCE
OF~~pfl!f:rli)t" @~/i;~SESSMENT OF TAX
DATE
2007 JUN 29 PH ~l~~F O~EATH
FILE NUMBER
CLERK OF COUNTY
ORPHAN'S COUfi"cN
cur/pn,! 'liD en. P/\
06-25-2007
BURKHOLDER
01-23-2007
21 07-0084
CUMBERLAND
101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
A.ount Re.itted[ I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ROBERT F BURKHOLDER
749 BOUNDARY BLVD
ROTONDA WEST FL 33947
'*
REV-1547 EX AFP (06-05)
HAZEL
N
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURKHOLDER HAZEL N FILE NO. 21 07-0084 ACN 101 DATE 06-25-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
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
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
NOTE:
If an assessment was issued previously, lines
reflect figures that include the total of ALL
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
C ITS:
A M NT
DATE
04-10-2007
C
NUMBER
CDo08001
(+
PAID (-)
332.14
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
158,297.12
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
158,297.12
(9)
ClO)
10,326.74
lO..it7A 19
147,618.93
.00
147,618.93
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
Cl5)
(16)
Cl7>
Cl8)
. DO X DO
147,618.93 X 045=
. DO X 12 =
.00 X 15 =
Cl9)=
351.45
(11)
Cl2)
Cl3)
Cl4)
AMOUNT PAID
6,310.71
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
6,642.85
.00
.00
6,642.85
6,642.85
.00
.00
.00
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. [:1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)