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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAI.S'EMENT, ALLOWANCE OR DI SALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 03-10-2008
ESTATE OF SMITH RUTH E
DATE OF DEATH 04-09-2007
FILE NUMBER 21 07-0348
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-09-2008
( 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
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~Q~~~-~Q~!!Q~-~Q~-YQ~~-~~~Q~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH RUTH E FILE NO. 21 07-0348 ACN 101 DATE 03-10-2008
10
Fi\ ,): ? J
JAMES M BACH
ATTORNEY AT LAW
352 S SPORTING HILL
MECHANICSBURG PA
17050
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 02
.00
.00
.00
.00
.00
27,211.03
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
27,211.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
(10)
10,453.05
610.35
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(14)
11.063.34
16,147.69
.00
54,226.67
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PA MENT
DATE
04-20-2007
08-10-2007
NOTE:
(IS)
(16)
(17)
(18)
.00 X
.00 X
54,226.67 X
.00 X
00
045 =
12 =
15 =
(19)=
.00
.00
6,507.20
.00
6,507.20
R C PT
NUMBER
CD008065
REFUND
PAID (-)
240.50
.00
AMOUNT PAID
4,569.48
228.47-
INTEREST IS CHARGED THROUGH 03-25-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4,581.51
1,925.69
28.10
1,953.79
* 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
ITEM
SCHEDULE NO.
F
Smith, Ruth E.
FILE NUMBER
Justin R. Gilmore
ACN
2107-0348
101
EXPLANATION OF CHANGES
The amount listed for charitable bequests is reduced from $3,572.00 to $00. Jointly held
and trust assets cannot be used in the computation of the amounts passing to charity
under the provisions of the Will.
ROW
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