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DATE 08-27-2007
ESTATE OF ROBERTS GRACE C
DATE OF DEATH 01-08-2007
FILE NUMBER 21 07-0090
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2007
( 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
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!Q~~-~~~~~P!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROBERTS GRACE C FILE NO. 21 07-0090 ACN 101 DATE 08-27-2007
~-"
t!
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"~.-,- ('f'HOTIQE OF INHERITANCE TAX
:'APPRAIISEMENt, ALLOWANCE OR DISALLOWANCE
PF'm:bUCTIONS AND ASSESSMENT OF TAX
,.
BUREAU ~F INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
TAXES
ZUD7 AUG 28 rJi I!: 27
CL,..-,'I
, l::-,
ORPrlAt',.)',,') C':'(J!..jRT
JEFFREY C MUNNELL ESQF,
633 LONG RUN RD
MCKEESPORT PA 15132
*'
REV-1547 EX AFP (06-05)
TAX RETURN WAS:
( X) CHANGED
SEE ATTACHED NOTICE
) 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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(S)
(6)
{n
.00
27.640.00
.00
.00
115.470.59
.00
.00
(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
(9)
UO)
17,828.37
.00
(ll)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
143,110.59
17.R?R.~7
125,282.22
62,641.11
62,641.11
NOTE: 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:
IS. 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
US) .00 X 00 .00
(16) 6,264.00 X 045 = 281.88
un .00 X 12 = .00
(8) 56,377.00 X 15 = 8,456.55
(9)= 8,738.43
AMOUNT PAID
8,000.00
N
DATE
04-05-2007
C +
INTEREST/PEN PAID (-)
421.05
NUMBER
CD007987
PAYMENT MUST BE MADE BY 10-08-2007*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
8,421.05
317.38
.00
317.38
( 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.)
REV-1~1O EX (6'f"
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Grace C Roberts
FILE NUMBER
Deborah Washington
ACN
2107 -0090
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H 8-9 The deduction claimed for reimbursement has been disallowed. No evidence of a written
contract of indebtedness between decedent and claimant was submitted.
ROW
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