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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, NorICE OF INHERITANCE TAX
APP'RAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 11-05-2007
ESTATE OF SMITH FRANCES M
DATE OF DEATH 06-09-2007
FILE NUMBER 21 07-0596
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2008
( See rel1erse side "nde, 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 SMITH FRANCES M FILE NO. 21 07-0596 ACN 101 DATE 11-05-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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HUBERT X GILROY CU
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
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. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes 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
REV-1547 EX AFP (06-05)
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
258.298.86
.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
35,892.12
779.09
.00
(8)
294,970.07
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
If an assess.ent 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
T .
NOTE:
+
INTEREST/PEN PAID (-)
612.69
DATE
08-27-2007
NUMBER
CD008589
(9)
(10)
22,523.35
140.52
(11)
(12)
(13)
(14)
??"II~aR7
272,306.20
.00
272,306.20
(15)
(16)
(17)
(18)
.00
272,306.20
.00
.00
X 00
X 045"
X 12 =
X 15 =
.00
12,253.78
.00
.00
12,253.78
(19)=
AMOUNT PAID
11,641.09
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
12,253.78
.00
.00
.00
~ 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 DUE b
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)