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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"NOTICE OF INHERITANCE TAX
:APPRAI~EMENT, ALLOWANCE OR DISALLOWANCE
O,F DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 10-16-2007
ESTATE OF TRIMMER ALICE L
DATE OF DEATH 08-03-2006
FILE NUMBER 21 06-0779
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-15-2007
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~Q~~!_~Q!!!Q~-~Q!-!Q~!_!~~Q!~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRIMMER ALICE L FILE NO. 21 06-0779 ACN 101 DATE 10-16-2007
2D~7 OCT ! 9 Pll12: 27
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
err; ,
:'r":,;~' --:,
('! !
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PA 17013
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.
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)
(I)
(2)
(3)
(4)
(5)
(6)
0)
165,000.00
.00
.00
.00
39,710.00
20.008.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Total Assets
224.718.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
19.398.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
13,868.00
CII)
CI2)
CI3)
CI4)
33.2M. DO
191.452.00
.00
191,452.00
If an assessment was issued previously. lines 14, 15 and/or 16, 17. 18 and 19 will
reflect figures that include the total of ~ 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
C DITS:
A M N
DATE
10-26-2006
08-02-2007
NOTE:
CI9)=
.00
8,615.00
.00
.00
8.615.00
CIS)
CI6)
CI7)
CI8)
.00 X
191,452.00 X
.00 X
.00 X
00
045 =
12 =
15 =
R C T
NUMBER
CD007354
CD008491
AMOUNT PAID
7,816.00
399.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8,618.64
3.64CR
.00
3.64CR
* 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~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)