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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP <06-05)
f".'" '. .
~- ,)
'-
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
01-14-2008
WHARE
07-13-2006
21 05-0263
CUMBERLAND
DANIEL
J
,.
MICHAEL J WHARE
M J WHARE LAW OFCS
37 E POMFRET ST
CARLISLE PA 17013
ACN
101
APPEAL DATE: 03-14-2008
( See reverse side under Objections)
Amount Rellittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
I
PAYMENT TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
--------------------------------------------------------------------------.-----------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE lOR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WHARE DANIEL J FILE NO. 21 05-0263 ACN 101 DATE 01-14-2008
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Jointly Owned Property (Schedule F)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
668.07
.00
.00
8,754.32
.00
.00
(8) _
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Transfers (Schedule G)
Total Assets
9,422.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
(10)
6,699.41
49.586.44
(11) _
(12) _
(13) _
(14) _
1i6.~81i.81i
46,863.46-
.00
46,863.46-
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 Ahl 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 (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
NOTE:
(15)
(16)
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = . DO
(19)= .00
AMOUNT PAID
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
< IF TOTAL DUE IS LESS THAN $I, NO PAYMENIT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)