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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
CLERK OF
WENDY K BEAUCAT ESQ ORPW\N'S COURT
63 N HIGH STREET CU/.}D:-''-'i: i', if'" (,(] PA
GETTYSBURG PA 2106-0333 ; ,'I ".' ,
h~g-~Q~~~~=~~RC~I~~LOWANCE
,~" iC~:i'l~qry61'l~!AIIJ6:ASSESSMENT OF TAX
.'oJ". 1 v t., DATE
ESTATE OF
2007 JUN 29 PH I: 16 DATE OF DEATH
FILE NO.
COUNTY
ACN
06-05-2007
ALLEN JULIA 0
03-14-2006
2106-0333
Cumberland
101
REY.1547 EX (01-07) PC
Appeal Date: 08-05-2007
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE Q RETAIN LOWER PORTION FOR YOUR RECORDS (:l
- .Rev~f547.Ex (01:07) PC-' -.. -. - - - - - - - N-01'icE CW iN'HERi;:ANCE 'tAX' "'P FiRAis e-';'iE Nt; "AU:OWANc'e- b-R - -. - - - - - - -. - - - - - - - _ _ _ _ _ _ _ _ _ _ _. _ _,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALLEN JULIA 0 FILE NO. 2106-0333 ACN 101
TAX RETURN WAS: ( IZI ) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
ESTATE OF
DATE 06-05-2007
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,651.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 0.00
11. Total Deductions (11) 13,651.67
12. Net Value of Tax Return (12) 643,664.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate SUbject to Tax (14) 643,664.08
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
0.00
0.00
657,315.75
(8)
NOTE: To Insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
657,315.75
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 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) X .00
(16) 643,664.08 X .045 28,964.88
(17) X .12
(18) X .15
(19) 28,964.88
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2006 CD006837 1,448.24 33,000.00
TOTAL TAX CREDIT 34,448.24
BALANCE OF TAX DUE 5,483.36 CR
INTEREST
TOTAL DUE 5,483.36 CR
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.)
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