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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r'r'-'''',Dnc;:) J'I,lilH,Gf llf1-- INHERITANCE TAX
I ([t..t~PM~9J;.WftIll:ri ~l1.0WANCE OR DI SALLOWANCE
i:;:i~7__~~E,~UC~~O~S. AND ASSESSMENT OF TAX
DATE 08-06-2007
ESTATE OF BANKERT EVELYN Z
DATE OF DEATH 03-19-2007
FILE NUMBER 21 07-0282
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_!~~~_~~~~~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BANKERT EVELYN Z FILE NO. 21 07-0282 ACN 101 DATE 08-06-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ZU01 AUG lOAM II: I 8
WILLIAM P DOUGLAS
DOUGLAS LAW OFFICE
43 W SOUTH ST
CARLISLE
CLERK OF
ORPHA!\i'(' (,()IJRT
. . . J ,.J~, I
CU1\v,'r. r- ,-.. 0;\
PA 17013
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 ~ 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
TS:
NOTE:
R C I
NUMBER
CD008282
DISCOUN +
INTEREST/PEN PAID (-)
942.43
A
DATE
06-13-2007
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
348,561.36
.00
.00
84,667.54
.00
20,441.91
(8)
'*
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
453,670.81
(11)
Cl2)
Cl3)
Cl4)
34 .81 1 . Ii?
418,859.29
.00
418,859.29
(9)
ClO)
34,811.52
00
045 =
12 =
15 =
.00
18,848.67
.00
.00
18,848.67
.00
Cl5)
(16)
Cl7>
(18)
.00 X
418,859.29 X
.00 X
.00 X
(19)=
18,848.67
.00
.00
.00
AMOUNT PAID
17,906.24
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* 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.)