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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c.:':,r""r'~.--, ~_~TICE OF INHERITANCE TAX
I." 'iAP'P~~~~~~;r..'~LLOWANCE OR DISALLOWANCE
" _ -~F ~~b4f1;'IONS AND ASSESSMENT OF TAX
.
DATE 08-13-2007
ESTATE OF DAVIES MARY L
DATE OF DEATH 11-04-2006
FILE NUMBER 21 06-0988
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-12-2007
( 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAVIES MARY L FILE NO. 21 06-0988 ACN 101 DATE 08-13-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
2D07 AUG 20 PH 12: 07
HAMILTON C DAVIS
ZULLINGER DAVIS
PO BOX 40
SHIPPENSBURG
CLERK OF
ORPH..AN'~ ('O/JR'
C'I/. -1' \.j ......:.. I
L. : "," . '/""\ ,...,."
,~",....\
PA 17257
REV-1547 EX AFP (06-05)
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
12,891.48
.00
.00
250,032.18
5,972.77
.00
(8)
268,896.43
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)
(10)
16,351. 67
1,921.48
(11 )
(12)
(13)
(14)
lA.?73.15
250,623.28
.00
250,623.28
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:
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:
E
NUMBER
CD007171
(15) .00 X 00 .00
(16) 128,298.03 X 045 = 5,773.41
(17) .00 X 12 = .00
(18) 122,325.26 X 15 = 18,348.79
(19)= 24,122.20
AMOUNT PAID
24,500.00
TOTAL TAX CREDIT 25,706.11
BALANCE OF TAX DUE 1,583.91CR
INTEREST AND PEN. .00
TOTAL DUE 1,583.91CR
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. eJ
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ()
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1470 EX (6-88) .
,
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Mary L Davies 2106-0988
REVIEWED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F This is taxable outright to the beneficiary before determining residue.
ROW
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