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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~-.-, r~'~'-, ,r- - "--
. . :NOTrd~ OF INHERITANCE TAX
:.~ ,APPRA-ISlOHEHT, ALLOWANCE OR DISALLOWANCE
OFDEflUCTIONS AND ASSESSMENT OF TAX
*
DATE 12-31-2007
ESTATE OF MARSH JANICE M
DATE OF DEATH 01-17-2007
FILE NUMBER 21 07-0328
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-29-2008
( See reverse side under Objections)
A.ount Remittedl 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 MARSH JANICE M FILE NO. 21 07-0328 ACN 101 DATE 12-31-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2008 JHI -Lt Pr112: 35
WM D SCHRACK III
SCHRACK & LINSENBACH
PO BOX 310
DILLSBURG PA 17019
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
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 ~ 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 CRE ITS:
PAYM N
DATE
04-11-2007
NOTE:
RECE
NUMBER
CD008010
D SCO NT (+)
INTEREST/PEN PAID (-)
386.59
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
) CHANGED
0)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
152,147.57
42,841.95
(8)
194,989.52
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
(10)
22,577.08
595.97
(11 )
(12)
(13)
(14) _
23.173.01;
171,816.47
.00
171,816.47
(15)
(16)
(17)
(18)
.00 X
171,816.47 X
.00 X
.00 X
.00
7,731.74
.00
.00
7,731.74
00
045 =
12 =
15 =
(9)=
AMOUNT PAID
7,500.00