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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~r0,~ ,-'C':'; r~iffE(qF INHERITANCE TAX
hL~,V, 'AepR'AI~EME'N"'F ,ItLLOWANCE OR DISALLOWANCE
-((F-D~DU'CTlC:~ AND ASSESSMENT OF TAX
*'
DATE 12-24-2007
ESTATE OF PENNER MARY M
DATE OF DEATH 02-22-2007
FILE NUMBER 21 07-0189
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-22-2008
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
f~!_~~~~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PENNER MARY M FILE NO. 21 07-0189 ACN 101 DATE 12-24-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2MR l~~cl -l. Pl'112: 33
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('\ ~D!_< C:F
~ Li-I t";' (~~','~;l J?T
KENT H PATTERSON
221 PINE ST
HBG
PA 17101
REV-1547 EX AFP (06-05)
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
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
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 Ahh 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
Amount of Line 14 at Sibling rate
Amount of Line 14 taxable at Collateral/Class B rate
NOTE:
Tax Due
T
CE T
NUMBER
CD008188
CD008620
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,026.32
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
33,994.00
.00
.00
83.462.91
172,561.99
198,875.41
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
488,894.31
(9)
(10)
15,461.85
1.659.69
(11) _
(12)
(13) _
(14)
17.1~1.1i4
471,772.77
.00
471,772.77
(15)
(16)
(17)
(18)
.00
471,772.77
.00
.00
.00
21,229.77
.00
.00
21,229.77
X 00
X 045 =
X 12 =
X 15 =
(19) =
AMOUNT PAID
19,500.00
754.77
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
21,281.09
51.32CR
.00
51.32CR
( 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.)