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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
v.~~W$EMENT, ALLOWANCE OR DISALLOWANCE
..'. 'o'F "DEDU~:r~6Ns -AND ASSESSMENT OF TAX
'*
DATE 09-11-2007
ESTATE OF MORGAN BEULAH C
DATE OF DEATH 10-11-2006
FILE NUMBER 21 06 - 0934
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2007
( See r~erse 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~~!_~Q!!!Q~-~Q!-!Q~!_!~~Q!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MORGAN BEULAH C FILE NO. 21 06-0934 ACN 101 DATE 09-11-2007
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
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2007 SEP I 7 AM II: 28
RICHARD L PLACEY
PLACEY & WRIGHT
3631 N FRONT ST
HBG
ESQ
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PA 17110
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.
3.
4.
S.
6.
7.
S.
Stocks and Bonds {Schedule B}
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
REV-1547 EX AFP (06-05)
} CHANGED
<l}
{2}
{3}
(4)
{S}
{6}
O}
160,500.00
.00
.00
.00
7,270.90
.00
178,037.39
{S}
345,808.29
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
32,696.48
{9}
<l0}
2.184.59
(ll)
<l2}
<l3}
<l4}
~4 .881 .07
310,927.22
1,000.00
309,927.22
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. 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. Tax Due
NUMBER
CD008391
+}
PAID {-}
.00
A
DATE
07-10-2007
<lS} .00 X 00 .00
{16} .00 X 045 = .00
<l7} .00 X 12 = .00
{18} 309,927.22 X 15 = 46,489.08
<l9} = 46,489.08
AMOUNT PAID
46,489.08
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
46,489.08
.00
.00
.00
* 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.}