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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
qC;:CFDC[.(~R~itJE(E';tlT, ALLOWANCE OR DISALLOWANCE
r-..OF DE:DlfCTIONS AND ASSESSMENT OF TAX
i ...~_ j , :!.. '_._~
*
REV-15~7 EX AFP (06-05)
2007 DEe /4 AM 9: 35
H ANTHONY ADAMS
STE 3
49 W ORANGE ST
SHIPPENSBURG
CLERi< C:F
ORDL'lt',,,-!,('
. II j ,i.,,: "_, I')
cu',n I"
JRT
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11-26-2007
WOLTZ
03-04-2007
21 07-0295
CUMBERLAND
101
APPEAL DATE: 01-25-2008
( See reverse st/ under Objections)
A.ount Rnittedl 8) J;Je; ,ot} J
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MARY
E
PA 17257
TO:
~Y!_~~P~~_!~l~_~l~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_!Q~~_~~~Q~~~__~____________________
REV-1547 EX AFP C03-05} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLTZ MARY E FILE NO. 21 07-0295 ACN 101 DATE 11-26-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
CI)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
10,140.09
.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)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(8)
10,140.09
(9)
CIO)
1,621.00 .
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
39,034.44
(11)
CI2)
(13)
CI4)
4n.~c;~ 46
30,515.35-
.00
30,515.35-
NOTE: If an assess.ent 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. Tax Due
T C
A C +)
DATE NUMBER PAID (_)
CIS) .00 X 00 .00
CI6) .00 X 045 = .00
(17) .00 X 12 = .00
CI8) .00 X 15 = .00
(19)= .00
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( 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.)