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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
'rr".,:,"'\- "N.!l]ICE OF INHERITANCE TAX
\I,,')A~Pt~~~~Rt~".ALLOWANCE OR DISALLOWANCE
;.i:,'> tlfi. QIiDU,Gt' l:o~s AND ASSESSMENT OF TAX
Ii ',": ...." !....:......; .~,
08-06-2007
ALEMAN
01-16-2007
21 07-0081
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
2007 AUG fOAM": 18
BENJAMIN J BUTLER
BUTLER LAW FIRM
PO BOX 1004
HBG
CLER!< OF
ORPH,llrr:: ('to' IRT
Ci y .,'v-- ,.<.:J _. ~ I
" '.' ,. 'j pl1
PA 17108
*'
REV-1547 EX AFP <06-05)
TOMAS
M
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~Q~-!Q~~-~~~Q~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALEMAN TOMAS M FILE NO. 21 07-0081 ACN 101 DATE 08-06-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
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
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
3.143.43
28,100.43
35,483.32
(8)
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 assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh 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
TAY IITS:
P IT
DATE
04-12-2007
06-06-2007
NOTE:
RECEIpT
NUMBER
CD008018
CD008254
DISCOUNT (+)
INTEREST/PEN PAID (-)
105.26
.00
(9)
(10)
9,965.36
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
66,727.18
10.831i.31'>
55,891.82
.00
55,891.82
.00
2,515.13
.00
.00
2,515.13
2,515.13
.00
.00
.00
. 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 D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
870.00
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
55,891.82 X
.00 X
.00 X
AMOUNT PAID
2,000.00
409.87
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE