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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE bF INHERITANCE TAX
APPRAISEKENT,ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
r \'1' 0,"'DATE 11-05-2007
I i f_.. -..;
ESTATE OF SHERBOURNE DOROTHY G
DATE OF DEATH 01-14-2007
FILE NUMBER 21 07-0063
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2008
( See reverse side IInder Objections)
A.ount Re.1tted I l'
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
fY!_~~~~~_!~!~-~!~~-----_~___!~!~!~_~~~~!_~~!!!~~_E~!_!~~!_!~~~!~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHERBOURNE DOROTHY G FILE NO. 21 07-0063 ACN 101 DATE 11-05-2007
REV-1547 EX AFP (06-05)
"1 'rrl-C)
f .J ~ ,.'
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stack/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
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
.00
3,089.03
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
3,089.03
(9)
ClO)
.00
.00
NOTE:
(11)
Cl2)
Cl3)
Cl4)
.on
3,089.03
.00
334,733.31
If an assess.ent was issued previously, lines
reflect figures that include the total of ALL
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
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 ..
334,733.31 X 045..
.00 X 12 ..
.00 X 15 ..
Cl9) ..
.00
15,063.00
.00
.00
15,063.00
Cl5)
(16)
Cl7>
(18)
DATE
04-09-2007
06-05-2007
08-07-2007
NUMBER
CD007995
CD008238
CD008514
S +
INTEREST/PEN PAID (_)
736.84
.00
.00
AMOUNT PAID
14,000.00
157.00
139.00
INTEREST IS CHARGED THROUGH 11-20-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
15,032.84
30.16
.24
30.40
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)