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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 01-21-2008
ESTATE OF STUM MARTHA F
DATE OF DEATH 11-19-2006
FILE NUMBER 21 06-1058
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-21-2008
( See reverse side under Objections)
Amount Remitted I l
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 STUM MARTHA F FILE NO. 21 06-1058 ACN 101 DATE 01-21-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
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ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
REV-1547 EX AFP <06-05)
TAX RETURN WAS: < X) ACCEPTED AS F I LED
( ) 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
.00
.00
.00
.00
1,196.00
80,950.00
118,044.00
(8)
200,190.00
0)
(2)
(3)
(4)
(5)
(6)
(7)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
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)
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 (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
02-13-2007
09-13-2007
14.
Net Value of Estate SUbject to Tax
NOTE:
(9)
(0)
10,662.00
323.00
(1)
(2)
(3)
(4)
lD.981i.DD
189,205.00
1,000.00
188,205.00
(5)
(6)
(7)
.00 X
.00 X
.00 X
188,205.00 X
00 _
045 =
12 =
15 =
.00
.00
.00
28,231.00
28,231.00
(9) =
RECEIPT
NUMBER
CD007805
CD008678
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,407.89
.40-
26,750.00
143.50
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
28,300.99
69.99CR
.00
69.99CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ('. I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE""'"b
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)