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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NonCE OF INHERITANCE TAX
APPRAISE~ENr, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 01-21-2008
ESTATE OF HAKE ELNORA E
DATE OF DEATH 02-03-2007
FILE NUMBER 21 07-0151
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-21-2008
( 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 HAKE ELNORA E FILE NO. 21 07-0151 ACN 101 DATE 01-21-2008
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P:: i~): ~)3
"'\
JAMES D BOGAR
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
C
OFCS
!-.,
PA 17011
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. 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.
7.
8.
JointlY Owned Property (Schedule F)
Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
26,005.46
91,508.31
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(8)
117,513.77
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
(9)
ClO)
3,688.13
244.90
(11 )
Cl2)
Cl3)
Cl4)
3.933 03
113,580.74
.00
113,580.74
Net Value of Tax Return
12.
13.
14.
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 !bh 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 CREDITS.
NOTE:
.00 X DO .00
113,580.74 X 045 = 5,111.13
.00 X 12 .00
.00 X 15 .00
Cl9)= 5,111.13
Cl5)
Cl6)
Cl7)
Cl8)
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-20-2007 CDo07930 56.15 1,066.87
03-21-2007 CDo07933 41.55 789.50
04-04-2007 CD007972 65.07 1,236.25
05-02-2007 CDo08102 92.79 1,762.95
TOTAL TAX CREDIT 5,111.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. 1'--.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY Be\...Dt11h
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.; V