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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAIS.EMENT, A1.LOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
,(t.!
: II i:: i DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
02-18-2008
MILLER
08-22-2007
21 07-0831
KATHRYN
E
('\'
COUNTY CUMBERLAND
JAMES D BOGAR ACN 101
BOGAR & HIPP LAW OFCS APPEAL DATE: 04-18-2008
1 W MAIN ST ( See reverse side under Objections)
SHIREMANSTOWN PA 17011 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER KATHRYN E FILE NO.21 07-0831 ACN 101 DATE 02-18-2008
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 25,031. 84 credit to your .~count,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 186,325.58
6. Jointly Owned Property (Schedule F) (6) 61,966.48
7. Transfers (Schedule G) (7) 182,287.82
8. Total Assets (8) 455,611.72
APPROVED DEDUCTIONS AND EXEMPTI ONS : 7,710.06
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) CIO) 407.76
11. Total Deductions CI1) 8.117.87
12. Net Value of Tax Return CI2) 447,493.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) CI3) .00
14. Net Value of Estate Subject to Tax CI4) 447,493.90
NOTE: If an assessllent 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 CI5) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate CI6) 447,493.90 X 045 = 20,137.23
17. Amount of Line 14 at Sibling rate CI7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate CI8) .00 X 15 = .00
19. Principal Tax Due CI9)= 20,137.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-14-2007 CD008963 1,006.86 19,130.37
TOTAL TAX CREDIT 20,137.23
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)