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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"NOTI,CE.JlF INHERITANCE TAX
APPRAISEMENT~~LLOWANCE OR DISALLOWANCE
OF' DEDUCTIONS AND ASSESSMENT OF TAX
*
REV-1547 EX AFP (06-05)
DATE 09-11-2007
ESTATE OF SHAUB MATILDA E
DATE OF DEATH 07-31-2006
FILE NUMBER 21 06-0711
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2007
( 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 SHAUB MATILDA E FILE NO. 21 06-0711 ACN 101 DATE 09-11-2007
"n07
ld" SEP I 7 AN If: 28
THOMAS J AHRENS
AHRENS LAW FIRM
52 GETTYSBURG PIKE
MECHANICSBURG PA
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OPPI'-I~I ,'\ r',. '~T
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17055
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
S. Total Assets
NO. 02
.00
.00
.00
.00
.00
.00
48.424.35
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
48.424.35
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)
(l0)
565.00
.00
(ll)
(l2)
(l3)
(l4)
"'''Ii. on
47.859.35
.00
607.108.57
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
lS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(l5)
(16)
(l7)
(lS)
.00 X
.00 X
.00 X
607.108.57 X
DO
045 =
12 =
15 =
(l9)=
.00
.00
.00
91.066.34
91,066.34
T
AMOUNT PAID
79.538.22
163.00
7.178.90
A
DATE
10-31-2006
04-19-2007
06-27-2007
NUMBER
CD007373
CD008059
CD008357
CO N
INTEREST/PEN PAID (-)
4.186.22
.00
.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-28-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
91.066.34
.00
91.19
91.19
* 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.)