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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
I . -~91.J;tE,OF INHERITANCE TAX
'APP~AISE"ENTj 'ALLOWANCE OR DISALLOWANCE
-.OF DEDUCTIl;lNS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 09-11-2007
ESTATE OF PETERSON RICHARD N
DATE OF DEATH 07-17-2006
FILE NUMBER 21 06-1101
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
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETERSON RICHARD N FILE NO. 21 06-1101 ACN 101 DATE 09-11-2007
2007 SEP 17 Mill: 29
CLEHi<
OR,nr, l-ifJ. ('."1 IDT
i I., ,i. .,_."\julll
JEFFREY N YOFFE ESQ CU\"-C
YOFFE & YOFFE PC
214 SENATE AVE STE 40
CAMP HILL PA 17011
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(l)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
9,096.08
.00
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
(8)
9,096.08
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)
elO)
.00
.00
ell)
el2)
el3}
el4}
.00
9,096.08
.00
9,096.08
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 Abh 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
CIS:
A M NT
DATE
07-11-2007
NOTE:
el5)
el6)
el7)
(18)
4,548.04 X
4,548.04 X
.00 X
.00 X
00
045 =
12 =
15 =
el9}=
.00
204.66
.00
.00
204.66
T
NUMBER
CD008383
(+)
PAID (-)
3.81-
AMOUNT PAID
208.55
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
204.74
.08CR
.00
.08CR
* 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.)