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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
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DATE 10-01-2007
ESTATE OF SMITH MARY A
DATE OF DEATH 10-11-2006
FILE NUMBER 21 07-0074
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-30-2007
( See reverse side under Objections)
Amount Remittedl ~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO'
EUGENE A SMITH JR ..-.S;f~Fi-:/
I II
17869 SE 87TH BOURN!'~
LADY LAKE FL 32162
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 SMITH MARY A FILE NO.21 07-0074 ACN 101 DATE 10-01-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1- Real Estate (Schedule A) O} .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,730.00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) .00
6. Jointly Owned Property (Schedule F) (6) 237,100.27
7. Transfers (Schedule G) (7J .00
S. Total Assets (S) 239,830.27
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,908.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule i:J nO) 10,053.00
11- Total Deductions Ol} 16.961.00
12. Net Value of Tax Return 02} 222,869.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 03} .00
14. Net Value of Estate Subject to Tax 04} 222,869.29
NOTE: If an assessment 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 OS} 222,869.28 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate 06} .00 X 045 = .00
17. Amount of Line 14 at Sibling rate 07} .00 X 12 = .00
lS. Amount of Line 14 taxable at Collateral/Class B rate OS} .00 X 15 = .00
19. Principal Tax Due 09} = .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT ~
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
90
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUERED. .
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
2107 -007 4
101
Smith, Mary A.
ACN
REVIEWED BY
Justin R. Gilmore
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Under Pennsylvania Inheritance Tax 9130-4 mortgage for real estate outside the
Commonwealth of Pennsylvania is not an allowable debt.
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