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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
N~~~~C~~~l!:if'JI'!.'fS~:TAX
APPRAISEME~:rrAtb:rW~C'E~ 'llISALLOWANCE
OF DEDUCttI'Qi.I~! l'~p()\S$IiS~M~NT OF TAX
SUSAN J HARTMAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
2007 DEe ~s ID/HP.: 1S
ESTATE OF
CLEFfK l~TE OF DEATH
ORP'-'/J.\I'.c: r;,~'.1r,. . ~ NUMBER
CI !t .... eoru~tY
'.~. ACN C--:/..\
REV-15~7 EX AFP (06-05)
PA 17013
11-20 -2007
LUSH
11-17-2006
21 06-1108
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
TIMOTHY
D
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 LUSH TIMOTHY D FILE NO. 21 06-1108 ACN 101 DATE 11-20-2007
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/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
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
3.831.12
.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(8)
3,831.12
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO)
4,059.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
44.770. 67
(11 )
Cl2)
Cl3)
(14)
GEI.R?9.~7
44,998.55-
.00
44,998.55-
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 !hh returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 1~ 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 C DITS:
PAYM NT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (_)
Cl5) .00 X 00 .00
Cl6) .00 X 045 = .00
Cl7) .00 X 12 = .00
Cl8) .00 X 15 = .00
(19)= .00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.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. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)