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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Q:r'f'r:'l'iC';tl~F'c!Jr:! NHERIT ANCE TAX
""'Ap1pRAcIS'Ekftfr:,AAt.LOWANCE OR DISALLOWANCE
~[:OFnEnU:tT~I1!>l~(~ND ASSESSMENT OF TAX
,1.....,"_, ',. ....' ,_c, " "t..^
.
DATE 11-20-2007
ESTATE OF PACE CAROL R
DATE OF DEATH 12-16-2006
FILE NUMBER 21 06-1139
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Re.i tted 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 PACE CAROL R FILE NO. 21 06-1139 ACN 101 DATE 11-20-2007
2001 DEe -5 PM 12: 35
REV-15~7 EX AFP (06-05)
CLEP!{ or
ORT"" 'f' u, 1-."'''[ 'f"T
I r~r-;,").:"~ ,j ;_,;j )r1,
JACQUELINE A KELLY C(} ,-
J L BROWN & ASSOCS
845 SIR THOMAS CT 12
HBG PA 17109
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
144,900.00
5.499.77
.00
.00
17 .1 05 . 81
.00
160,044.56
(8)
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)
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
327,550.14
(9)
ClO)
54,582.98
42.398.57
NOTE:
Cl1)
Cl2)
Cl3)
Cl4)
9&.981 Iili
230,568.59
15,000.00
215,568.59
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
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 CR ITS:
PAYMENT
DATE
09-05-2007
Cl5)
Cl6)
(17)
Cl8)
.00
.00
180,055.00
35,513.59
X 00
X 045 =
X 12 =
X 15 =
Cl9)=
.00
.00
21,606.60
5,327.04
26,933.64
RECEIPT
NUMBER
CD008643
DISCOUNT (+)
INTEREST/PEN PAID (_)
.00
AMOUNT PAID
26,933.64
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 26,933.64
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)