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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nr0 nr,r[~oN~P.:F r~:NHER IT ANCE TAX
"/::4-PPR'AlSEIfEliiTj',JALLbWANCE OR DISALLOWANCE
i~':(-gft'p::~~:.n9~~!..~NI? ASSESSMENT OF TAX
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
CLEHf<
PM I? 35DATE
"'.' ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-20 -2007
BARRETT
10-05-2006
21 07-0061
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
JOANN
F
2007 DEe - 5
HEATHER D ROYER
SMIGEL ETAL
4431 N FRONT ST
HBG
ORt=:.l/'
ESQ OJ
I"'. )URT
Cj\
3RD F
PA 17110
TO:
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 BARRETT JOANN F FILE NO. 21 07- 0061 ACN 101 DATE 11-20 -2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/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)
.00
31.220.00
.00
.00
.00
15,941.25
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
(8)
47,161.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
10,061.39
.00
CI1)
CI2)
CI3)
CI4)
]0.061.39
37,099.86
.00
37,099.86
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
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 Abh 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
TAX CREDITS:
PAYMENT
DATE
08-30-2007
CIS)
CI6)
CI7)
CI8)
21,158.61 X
15,941.25 X
.00 X
.00 X
00
045 =
12 =
15 =
CI9)=
. DO
717.36
.00
.00
71 7.36
RECEIPT
NUMBER
CD008619
DISCOUNT (+)
INTEREST/PEN PAID (-)
8.80-
AMOUNT PAID
771. 36
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 762.56
BALANCE OF TAX DUE 45.20CR
INTEREST AND PEN. .00
TOTAL DUE 45.20CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (\1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Barrett, Jo Ann
FILE NUMBER
Cheryl Gordon
ACN
2107-0061
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F 1
Joint bank accounts are taxable outright to the beneficiary/ies before determining residue.
ROW
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