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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~ NOTICE: OF INHERITANCE TAX
~PPRAIS~MENr~ ~LLOWANCE OR DISALLOWANCE
. OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
BU~AU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
REV-1547 EX AFP (06-05)
DATE 09-11-2007
ESTATE OF PETERS GERARD
DATE OF DEATH 06-03-2006
FILE NUMBER 21 06-0558
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10 - 20 07
( 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
~~!_~~~~~_!~!!_~!~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_!~~~_~~~~~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETERS GERARD FILE NO. 21 06-0558 ACN 101 DATE 09-11-2007
2001 SEP 17 Ah II: 26
GERARD R PETERS
9 TOMMY LN
ENOLA
CLErn< C~;:
ORPf-l:\\I'C' (Y,\I 1[1.. T
II . I, . " ,J_,. .,")l", I
(:L!\:'""' '. 1'-\ Dl~
PA 17025
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
Stocks and Bonds (Schedule B)
0)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
5,500.00
5,455.28
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
10,955.28
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)
(0)
8,443.63
691.14
(11)
(2)
(3)
(4)
Q . 1 ~4 6 77
1,820.51
.00
1,820.51
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:
(19)=
.00
81.93
.00
.00
81. 93
OS)
(6)
(7)
(8)
.00 X
1,820.51 X
.00 X
.00 X
00
045 =
12 =
15 =
A
DATE
05-30-2007
C
NUMBER
CD008219
+)
PAID (-)
1.58-
AMOUNT PAID
87.82
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 86.24
BALANCE OF TAX DUE 4.31CR
INTEREST AND PEN. .00
TOTAL DUE 4.31CR
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88) .
. '* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Gerald Peters 2106-0558
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000.
ROW
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