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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,-'--., _Ill(U',lC~".oJ;i_,I1'lI;lERITANC~ TAX
~P..RAISEI'I6HT, ll;.l.ttWA.HCE OR DISALLOWANCE
(JF:"D~~TIQ~S'ANDASSESSMENT OF TAX
09-24-2007
SPANGLER
11-29-2006
21 06-1084
CUMBERLAND
101
APPEAL DATE: 11-23-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
,DATE
'E:~TATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
".ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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JOHN B FOWLER III
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
'*
REV-1547 EX AFP (06-05)
MARY
E
TO:
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 SPANGLER MARY E FILE NO. 21 06-1084 ACN 101 DATE 09-24-2007
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
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. 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
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
377.948.64
.00
.00
242 .121. 28
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
620,069.92
61;. n~? 1?
575,007.80
.00
575,007.80
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 !bh 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. Tax Due
NOTE:
S OUN (+)
INTEREST/PEN PAID (-)
2,000.00
.00
A M N
DATE
02-27-2007
07-17-2007
C
NUMBER
CDo07846
CDo0842o
(9)
ClO)
36,962.62
DO
045 =
12 =
15 =
Cl9)=
.00
17,518.00
600.00
27,107.83
45,225.83
45,225.83
.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. ~. i
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
8.099.50
Cl1)
Cl2)
Cl3)
Cl4)
Cl5)
(16)
Cl7)
(18)
.00 X
389,288.96 X
5,000.00 X
180,718.84 X
AMOUNT PAID
38,000.00
5,225.83
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE