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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RECORDED Qb~~ Gf' INHERITANCE TAX
Rrt~~JI!~M~~~LLOWANCE OR DISALLOWANCE
, \Jivdjl-i bettuc'f~ AND ASSESSMENT OF TAX
DATE 11-12-2007
ESTATE OF ROSNER SAUL
DATE OF DEATH 05-30-2006
FI LE NUMBER 21 06 - 0584
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2008
( 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 ROSNER SAUL FILE NO. 21 06-0584 ACN 101 DATE 11-12-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
2001 NOV 16 PH I: 34
CLERK OF
ORPHAN'S COURT
CUMBERLAND CO.. PA
LAURENCE GOLDSTEIN
3540 COUNTRYSIDE LN
CAMP HILL PA 17011
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. Stacks and Bands (Schedule B)
3. Closely Held Stack/Partnership Interest (Schedule C)
4. Mortgages/Nates 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)
153,080.00
887,169.57
.00
2,500.00
219,942.38
.00
207,569.65
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines
reflect figures that include the total of ~
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
rAY IITS:
PAY IT
DATE
08-21-2006
11-05-2007
NOTE:
.~y~.. ,
NUMBER
CD007131
REFUND
(+)
INTEREST/PEN PAID (-)
3,128.52
.00
(9)
(10)
25,945.00
*
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this farm with your
tax payment.
1,470,261.40
"i9.47r..08
1,410,785.40
25,000.OD
1,385,785.4D
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.DD
62,270.34
.DD
3DD.OD
62,57D.34
TOTAL TAX CREDIT 62,570.34
BALANCE OF TAX DUE .DD
INTEREST AND PEN. .00
TOTAL DUE .OD !~
( IF TOTAL DUE IS LESS THAN U, NO PAYMENT IS REQUIRED. ~'=-b
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
33,531.D8
(11)
(12)
(13)
(14)
(15)
(un
(17)
(18)
.OD X DO ..
1,383,785.40 X D45..
. DD X 12 ..
2,DDD.DO X 15 ..
(19)=
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
59,500.DO
58.18-