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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NoTICE OF INHERITANCE TAX
A~PRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 01-14-2008
ESTATE OF FIELDS SR JOHN B
DATE OF DEATH 09-05-2006
FILE NUMBER 21 07-0357
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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FIELDS SR JOHN B FILE NO. 21 07-0357 ACN 101 DATE 01-14-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
,"", fit.1 1" I Ii.' 1" 10
h "1 ;. . ,,)
STEPHEN E PATTERSON
PATTERSON ETAL
239 E MAIN ST
WAYNESBORO PA 17268
REV-1547 EX AFP (06-05)
TAX RETURN WAS:
) ACCEPTED AS FILED
X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
12,877.58
550.00
.00
.00
404.50
.00
.00
(8)
13,832.08
NOTE: To insure proper
credit to your accoun~.
submit the upper portion
of this form with your
tax payment.
Jointly Owned Property (Schedule F)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Transfers (Schedule G)
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
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 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 (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
09-27-2007
12.
13.
14.
Net Value of Tax Return
NOTE:
RECEIPT
NUMBER
CD008756
DISCOUNT (+)
INTEREST/PEN PAID (-)
7.07-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
7,171.00
368.79
(11)
(12)
(13)
(14)
7.1i39.79
6,292.29
.00
6,292.29
(15)
(16)
.00 X
6,292.29 X
.00 X
.00 X
.00
283.16
.00
.00
283.16
00
045 =
12
15
(19)=
AMOUNT PAID
305.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
297.93
14.77CR
.00
14.77CR
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
DECEDENTS NAME
FILE NUMBER
John B. Fields, Sr.
REVIEWED BY
ACN
2107 -0357
101
Anita McCully
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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