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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r'~""~r,""h ,tlpI.~,.c;,E RIO.. INHERITANCE TAX
';:I:,jIj'PI'RAj~I;"EH.J,! ~tt.OWANCE OR DISALLOWANCE
qF D~UCnQN~ AND ASSESSMENT OF TAX
'-
*'
02-16-2007
21 07-0181
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
20070EC 21 Pi~ I: 04
DATE
ESTATE OF
REV-1547 EX AFP (06-05)
12-17-2007
TRITT
JOANN
E
RICHARD L WEBBER
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
OF;F..
JR E€~!' T
,:'<0-3 (:-(~:!I,.JRT
- f"'t,
!-j/-\
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17257
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~Q~~~-~Q~!!Q~-~Q~-YQ~~-~~~Q~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRITT JOANN E FILE NO. 21 07-0181 ACN 101 DATE 12-17-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
95,421.65
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
95,421.65
(9)
CIO)
26,837.80
22,601.72
(11)
CI2)
49.439.">7
45,982.13
4,148.21
41,833.92
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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
NOTE:
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 RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
05-15-2007 CD008164 273.68
09-20-2007 CD008712 .00
CI3)
CI4)
CIS)
CI6)
.00 X
.00 X
23,333.70 X
18,500.22 X
.00
.00
2,800.04
2,775.03
5,575.07
00 =
045 =
12 =
15 =
CI7)
CI8)
CI9)=
AMOUNT PAID
5,200.00
101.39
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,575.07
.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.)