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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r'rmRD1=r\ ncr.(1'II;l"T: OF INHERITANCE TAX
'""\':\),,} I WPRAt!N!M.. ' ALLOWANCE OR DISALLOWANCE
iJ(.:(.;IC'Jr:r:; Ope '. IONS AND ASSESSMENT OF TAX
1 u........:lJ.\lw.'L~...;i _, 'l _'oJ'.,
*'
DATE 11-12-2007
ESTATE OF HEPFORD SAMUEL P
DATE OF DEATH 10-17-2006
FILE NUMBER 21 07-0044
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2008
( See reverse side under Objections)
Aaount Reaitted\ 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 HEPFORD SAMUEL P FILE NO. 21 07-0044 ACN 101 DATE 11-12-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2001 NOV t 6 PM t: 34
PAUL W KILGORE
SPITLER ETAL
PO BOX 1188
LEBANON
CLERK OF
ORPHAN'S COURT
ESQ CUMBERtN,ID Co.. PA
PA 17042
REV-1547 EX AFP (06-05)
( ) CHANGED
T AX RETURN WAS: (X) ACCEPTED AS F I LED
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
.00
.00
.00
.00
4,702.29
90,705.14
.00
(8)
NOTE: To insu~e p~ope~
c~8dit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
95,407.43
4,120.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Charitab18/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessaent 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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. p~incipal Tax Due
NOTE:
(9)
(10)
135.82
(11)
(12)
(13)
(14)
4.?I;Ji.A2
91,151.61
.00
91,151. 61
(15)
(16)
(17)
(18)
.00 X
91,151.61 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
4,101.82
.00
.00
4,101.82
(19)=
DATE
01-11-2007
NUMBER
CD007694
+
INTEREST/PEN PAID (-)
205.09
AMOUNT PAID
3,899.90
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 4,104.99
BALANCE OF TAX DUE 3.17CR
INTEREST AND PEN. .00
TOTAL DUE 3.1 7CR l
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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