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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
V:'--T (~Qq~~ ,Of' INHERITANCE TAX
-APPRAISEMEM-T-f 'A'LLOWANCE OR DISALLOWANCE
_ ," "~ OF Dii)UcttDttS AND ASSESSMENT OF TAX
. .. - '.. .. ' ,_ I _.'
'*
DATE 09-24-2007
ESTATE OF HARTMAN JAYNE C
DATE OF DEATH 01-31-2007
FILE NUMBER 21 07-0142
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-23-2007
( 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 HARTMAN JAYNE C FILE NO. 21 07-0142 ACN 101 DATE 09-24-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
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JOHN MEAKIN
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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:
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
10.
ll.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
NOTE:
A T
DATE
03-29-2007
04-23-2007
07-12-2007
R C P
NUMBER
CDo0795o
CDo08066
CDo08401
+
PAID (-)
263.16
1,000.00
.00
O}
(2)
(3)
(4)
(S)
{6}
(7)
308,000.00
382,367.04
.00
.00
28,798.14
.00
.00
(8)
719,165.18
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
23,892.62
(9)
no}
4.423.92
Ol}
02}
03}
04}
?8.~1;;6J;4
690,848.64
.00
690,848.64
OS}
06}
07}
08}
.00 X
690,848.64 X
.00 X
.00 X
00
045 =
12 =
15 =
.00
31,088.19
.00
.00
31,088.19
09}=
AMOUNT PAID
5,000.00
19,000.00
5,825.07
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
31,088.23
.04CR
.00
.04CR
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (', L
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.)