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COMMONWEALTH OF PENNSYLVANIA
_DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF-DEDUCTIONS AND ASSESSMENT OF TAX
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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REV-1547 EX AFP <06-05)
DATE 01-14-2008
ESTATE OF OWENS JOSEPH C
DATE OF DEATH 08-05-2006
FILE NUMBER 21 07-0031
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-14-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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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 OWENS JOSEPH C FILE NO. 21 07-0031 ACN 101 DATE 01-14-2008
ANDREW C SHEELY ESQ
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
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)
B.
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
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
500.00
.00
16,365.63
(B)
16,865.63
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(9)
(10)
7,889.60
2.871.64
(11 )
(12)
(13)
(14)
ID.71>1.?4
6,104.39
.00
6,104.39
13.
14.
Net Value of Estate Subject to Tax
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 ALL 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
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
NOTE:
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
(15)
(16)
(17)
<1B)
6,104.39 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
(19)= .00
AMOUNT 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 $1, NO PAYMENT IS REQUIRED. ~/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE ~.~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)