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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'" ,- , NOTI CE OF I NHER IT ANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-18-2008
ESTATE OF LEVESQUE DOROTHY M
DATE OF DEATH 03- 09 -2007
FILE NUMBER 21 07-0315
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-18-2008
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-y~~~-~~~~~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEVESQUE DOROTHY M FILE NO. 21 07-0315 ACN 101 DATE 02-18-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
r;;" FES 22 t.;:_';! ~: ~.;j
J:.,.
KEITH 0 BRENNEMAN
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
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)
S. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
) CHANGED
(l)
(2)
(3)
(4)
(5)
(6)
(n
.00
.00
.00
.00
1.939.88
7,347.71
86,229.42
(S)
95,517.01
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(9)
(10)
3,710 . 55
15.00
(11)
(12)
(l3)
(14)
3.7"1i Ii.,
91,791.46
.00
91,791.46
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 Ahh 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)
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS)
NOTE:
19. Principal
TAX CREDITS:
PAYMENT
DATE
06-01-2007
11-16-2007
Tax Due
RECEIPT
NUMBER
CD008229
CD008982
DISCOUNT (+)
INTEREST/PEN PAID (-)
205.26
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IS)
(l6)
.00
91,791.46
.00
.00
.00
4,130.62
.00
.00
4,130.62
X 00
X 045 =
X 12
X 15
(19)=
AMOUNT PAID
3,900.00
35.62
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4,140.88
10.26CR
.00
10.26CR
IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)