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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:=;CCOSDi{) ~~B~i ~F INHERITANCE TAX
',_ A~MS,E'MENTI~ A1.LOWANCE OR DISALLOWANCE
'i_i,];DFLOE'OOCTl'aNS AND ASSESSMENT OF TAX
*'
DATE 08-06-2007
ESTATE OF YOHN GLADYS B
DATE OF DEATH 11-22-2002
FILE NUMBER 21 07-0220
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-05-2007
( 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 C03-05} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YOHN GLADYS B FILE NO. 21 07-0220 ACN 101 DATE 08-06-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2001 AUG -3 PM~: 20
DOUGLAS G MILLER
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
ESQ
CLERK OF
ORPH~N'S COURT
CU~ I~..,.-~' r'-, D"
\"i'!..~'-_~ '. . j., j t\
PA 17013
TAX RETURN WAS:
} 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
REV-1547 EX AFP (06-05)
( X) CHANGED
SEE ATTACHED NOTICE
(1)
(2)
(3)
(4)
(5)
(6)
(7)
245,000.00
.00
.00
.00
.00
2,375.00
16,372.00
(8)
263,747.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
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
(9)
ClO)
38,877.83
151,349.92
(11)
Cl2)
(13)
(14)
190.??7.71i
73,519.25
.00
73,519.25
NOTE: If an assess.ent was issued p~eviously, lines 14, 15 and/o~ 16, 17, 18 and 19 will
~eflect figu~es that include the total of ~ ~etu~ns 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
TS:
+)
PAID (-)
524.19-
C T
NUMBER
CD008259
Cl5) 18,747.00 X 00 .00
(16) 54,772.25 X 045 = 2,464.75
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 2,464.75
AMOUNT PAID
3,080.94
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,556.75
92.00CR
.00
92.00CR
* 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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
-
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Yohn, Gladys B.
ACN
2107 -0220
101
REVIEWED BY
Daniel Heck
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The Department does not have the authority to abate interest where the estate was not
subject to litigation or unavoidable delay in reporting the assets.
ROW
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