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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
R;:('npijcr) n:ij9fifC(iDF INHERITANCE TAX
I :~,':.~~A~~!lAt.sEME);~~:' ALLOWANCE OR DISALLOWANCE
i!~:,: i Qt, ttEOUGT.L.oJQS AND ASSESSMENT OF TAX
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MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
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
REV-1547 EX AFP 06-05)
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
i
NOTE: To insure p [per
credit to your ac unt,
submit the Upper rtion
of this form with our
tax payment.
DATE 11-20-2007
ESTATE OF KELLER GLADYS F
DATE OF DEATH 05-24-2007
FILE NUMBER 21 07-0533
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Remitted[ ]
MAKE CHECK PAYABLE AND REMIT PAYMENT T
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
---------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KELLER GLADYS F FILE NO. 21 07-0533 ACN 101 DATE 11-20-2 7
If an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 wil
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
T X CR DITS:
PA MENT
DATE
08-20-2007
.00
10,085.00
.00
.00
42,423.82
.00
98,000.00
(8)
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
(9)
(10)
10,201.14
1,351.77
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
( 17)
(18)
.00
133,955.91
.00
5,000.00
X 00
X 045 =
X 12 =
X 15 =
RECEIPT
NUMBER
CD008567
(19)=
DISCOUNT (+)
INTEREST/PEN PAID (_)
338.90
AMOUNT PAID
6,439.12
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
138,955.91
.00
138,955.91
.00
6,028.02
.00
750.00
6,778.02
6,778.02
.00
.00
.00
( IF TOTAL DUE IS LESS THAN t1, 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.)