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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
~~ ~ rr,R~~T~fNT OF REVENUE
";c{\)PUd! ~otibt bF INHERITANCE TAX
~:i~PJ:'Rli~S~HENt~ i Al-LOWANCE OR DISALLOWANCE
! !.'.J1)F-l:l'EDUCtIOfrs' AND ASSESSMENT OF TAX
DATE 11-20-2007
ESTATE OF BRITTEN DALE A
DATE OF DEATH 02-05-2006
FILE NUMBER 21 06-0145
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
AMount Remitted' 1
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 BRITTEN DALE A FILE NO. 21 06-0145 ACN 101 DATE 11-20-2007
2007 DEe -5 PH 12: 34
REV-1547 EX AFP (06-05)
STEVEN H KAUFMAN
SMITH ETAL
19 BROOKWOOD AVE
CARLISLE
c: EP;< OF
I"'ICC!~:;\ '(~ 1:"11 lPi
lJj L : ;,. ., '__ _.! ~~' "
Of' " el:l
PA 17015
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (lJ 126,340.14 NOTE: To insure propel"
2. Stocks and Bonds (Schedule B) (2) 17.726.03 credit to your account.
(3) .00 submit the Upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 67 .586.69
6. Jointly Owned Property (Schedule F) (6) 672,997.77
7. Transfers (Schedule G) (7) .00
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(8)
884,650.63
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
65,202.30
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
4.378.40
(11)
(12)
(13)
(14)
{(Q.l:iRn 70
815,069.93
.00
815,069.93
NOTE:
If an assessMent 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 rate
Amount of Line 14 taxable at Lineal/Class A rate
Amount of Line 14 at Sibling rate
Amount of Line 14 taxable at Collateral/Class B rate
Tax Due
(15)
(liD
(17)
(18)
.00
815,069.93
.00
.00
X 00
X 045 =
X 12 =
X 15 =
RECEIPT
NUMBER
CD006652
CD008719
(19)=
.00
36,678.15
.00
.00
36,678.15
TA
DISCOUNT (+)
INTEREST/PEN PAID (_)
1,833.91
.00
AMOUNT PAID
35,000.00
1,260.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
38,093.91
1,415.76CR
.00
1,415.76CR
( 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.)
REV-1470 EX-(6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Dale A. Britten
FILE NUMBER
REVIEWED BY
Anita McCully
ACN
2106-0145
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-1 Reduced the Personal Representatives Commission as per correspondence.
J II-B-1 The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
ROW
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