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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
:~!f~r,'(::)~~~~I!i~/iTl.ALLOWANCE OR DISALLOWANCE
'. :---0It \D~D~!rI.O.NS AND ASSESSMENT OF TAX
-. rt.~"~~~ ;:"," < : '~ '
DATE 07-23-2007
ESTATE OF GROSS DAVID M
DATE OF DEATH 08-17-2003
FILE NUMBER 21 03-1065
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2007
( See reverse side under Objections)
A.ount Re.1tted/ 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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GROSS DAVID M FILE NO. 21 03-1065 ACN 101 DATE 07-23-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0601
Z007 JUL 30 PM I: 22
DOUGLAS G MILLER
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
CLERK OF
E~9~HA\J'Si-~9!:{,r1T
PA
PA 17013
-
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
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
NOTE:
C
NUMBER
CD008133
+)
INTEREST/PEN PAID (-)
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
158,544.90
.00
.00
(8)
(9)
(10)
60,125.76
938.53
(11)
(12)
(13)
(14)
(15)
(16)
<17>
(18)
.00
97,480.61
.00
.00
X 00
X 045 =
X 12 =
X 15 =
AMOUNT PAID
4,386.63
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-09-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
158,544.90
tl>1 .Otl>4 ~9
97.480.61
.00
97,480.61
(19)=
.00
4,386.63
.00
.00
4,386.63
4,386.63
.00
759.75
759.75
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (\ ,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU'E1:
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~.