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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~: C":~lfQTIiCE OF INHERITANCE TAX
-AfIl>RAISEHENT. ALLOWANCE OR DISALLOWANCE
__ OF"DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 12-31-2007
ESTATE OF HUMBERT OLIVE M
DATE OF DEATH 05-27-2007
FILE NUMBER 21 07-0570
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-29-2008
( 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
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 HUMBERT OLIVE M FILE NO. 21 07-0570 ACN 101 DATE 12-31-2007
2GUS JfJ'l-li Ptc.l2: 35
J ROBERT STAUFFER
MARKET SCI BLDG
MECHANICSBURG PA 17055
REV-1547 EX AFP (0&-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.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
8,850.19
.00
.00
NOTE: To insu~e p~ope~
c~edit to you~ account.
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
T~ansfe~s (Schedule G)
Total Assets
(8)
8,850.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
II.
12.
13.
14.
Debts/Mo~tgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Retu~n
(9)
ClO)
2,842.95
93.724.52
(11 )
(12) _
911;. 1i(;7 47
87,717.28 -
.00
87,717.28 -
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
Net Value of Estate Subject to Tax
Cl3)
Cl4)
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
X C EDITS:
PAYMENT DISCOUNT +)
DATE INTEREST/PEN PAID (-)
Cl5) .00 X 00 .00
Cl6) .00 X 045 = .00
Cl7) .00 X 12 = .00
(18) .00 X 15 = .00
Cl9)= .00
AMDUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 00
( IF TOTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED~ ('I,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU;-()
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.