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DATE 11-12-2007
ESTATE OF STERRETT HELEN B
DATE OF DEATH 12-25-2006
FILE NUMBER 21 07-0265
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2008
( See reverse side "nder 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 STERRETT HELEN B FILE NO. 21 07-0265 ACN 101 DATE 11-12-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~f)~n~~cO~f[NHERITANCE TAX
Rr:~w.s_f1\.;CAUOWANCE OR DISALLOWANCE
'R'C""~f1ff.:qtltl\MNlSSAND ASSESSMENT OF TAX
H....\Ji01l.-1 I 'v'l ,t IL"-.
2001 NOY 16 PH I: 34
GARY L JAMES ESg
JAMES ET AL
134 SIPE AVE
HUMMELSTOWN
CLERK OF
ORP~'J'S COURT
CUMBERLt-ND CO" PA
PA 17036
*'
REV-1547 EX AFP (06-05)
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. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
4. Mo~t9ages/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
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
69,604.80
64,526.71
(8)
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. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
13,232.49
.00
(11)
Cl2)
Cl3)
Cl4)
NOTE:
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 ~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: To insu~e p~ope~
c~edit to yoU~ account,
submit the uppe~ po~tion
of this fo~m with yoU~
tax payment.
134,131.51
13.?3?ti9
120,899.02
.00
120,899.02
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X DO =
120,899.02 X 045=
.00 X 12 =
. DO X 15 =
Cl9)=
Cl5)
(16)
Cl7)
Cl8)
o +
INTEREST/PEN PAID (-)
263.16
.00
AMOUNT PAID
5,000.00
177.30
DATE
03-19-2007
08-30-2007
NUMBER
CD007927
CD008622
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
5,440.46
.00
.00
5,440.46
5,440.46
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)