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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r-,r,.....")'j'"',f' "lr~'...QTICE OF INHERITANCE TAX
c_,tJ'-;,i'APp.g~iSEi"Eifr-, ALLOWANCE OR DISALLOWANCE
oJ OF. DEDUCTIONS AND ASSESSMENT OF TAX
2007 AUG lOAN ": I 8
*'
REV-lS47 EX AFP (06-0S)
DATE 08-06-2007
ESTATE OF IRVIN RUTH J
DATE OF DEATH 01-22-2007
FILE NUMBER 21 07-0104
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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF IRVIN RUTH J FILE NO. 21 07-0104 ACN 101 DATE 08-06-2007
CLERK OF
ORPH/\:\J'S COURT
R MARK THOMAS ESQ Cty/;"y-", - r :~(" p/~
101 S MARKET ST
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) 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
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 ALL 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
S:
NOTE:
R P
NUMBER
CD008025
CD008260
(+
PAID (-)
263.16
.00
DATE
04-13-2007
06-06-2007
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
CHANGED
(ll
(2)
(3)
(4)
(5)
(6)
(7)
188,000.00
1,108.80
.00
.00
20,691.95
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
209,800.75
':>7.690 77
182,309.98
.00
182,309.98
DO
045 =
12 =
15 =
.00
8,203.95
.00
.00
8,203.95
(9)
CIO)
27,421.06
(19)=
8,217.11
13.16CR
.00
13.16CR
( 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.)
-
69.71
CIll
CI2)
CI3)
CI4)
CIS)
CI6)
CI7)
(18)
. DO X
182,309.98 X
. DO X
.00 X
AMOUNT PAID
5,000.00
2,953.95
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE