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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.NOTICE OF INHERITANCE TAX
APPRAI~EMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-26-2008
ESTATE OF MAY CATHLEEN J
DATE OF DEATH 08-23-2007
FILE NUMBER 21 07 - 0807
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-26-2008
( 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~P~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MAY CATHLEEN J FILE NO. 21 07-0807 ACN 101 DATE 02-26-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
'-~) ') 0 D::i \2:
iflnS F':)) (. 'J \;. '
EDMUND G MYERS
JOHNSON DUFFIE
301 MARKET ST
LEMOYNE
;~ I""
PA 17043
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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.
13.
14.
Net Value of Tax Return
CHANGED
U)
(2)
(3)
(4)
(S)
(6)
(7)
109,000.00
.00
.00
.00
760.00
3,664.87
34,510.34
(B)
(9)
UO)
10,411.51
4.569.28
ell)
(2)
(3)
(4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
147,935.21
14.980.79
132,954.42
.00
132,954.42
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
NOTE:
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
11-13-2007
RECEIPT
NUMBER
CDo08978
DISCOUNT (+)
INTEREST/PEN PAID (-)
299.15
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
US)
(6)
(7)
UB)
.00
132,954.42
.00
.00
X 00
X 045 =
X 12
X 15
AMOUNT PAID
5,683.80
(9)=
.00
5,982.95
.00
.00
5,982.95