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! ]:lATE 03- 03-2008
ESTATE OF KOT! HELGA H
DATE OF DEATH 08-27-2007
FILE NUMBER 21 07-0859
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-02-2008
( See reverse side under Objections)
Amount Rem! tted I 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 KOT! HELGA H FILE NO. 21 07-0859 ACN 101 DATE 03-03-2008
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
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
._ _ 4
NOTICE OF INHERITANCE TAX
AP~RAIS~MENT, ALLOWANCE OR DISALLOWANCE
OF DE.DUCTIONS AND ASSESSMENT OF TAX
2r -"~:
-"l'}
,- . . ,.,:..
(. .>
",.
MARK ALLSHOUSE ESQ
4833 SPRING RD
SHERMANS DALE PA 17090
T AX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
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)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
172,149.14
.00
.00
.00
6,191.93
.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
(10)
13,262.40
69.090.29
(11 )
(12)
(13)
(14)
10.
II.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(15)
(16)
.00 X
95,988.38 X
.00 X
.00 X
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:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
11-26-2007 CD009008 215.38
(17)
(18)
AMOUNT PAID
4,092.15
PAYMENT MUST BE MADE BY 05-27-2008*.
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.
(8)
178,341.07
8?31')?69
95,988.38
. 00
95,988.38
00
045 =
12
15
.00
4,319.48
. 00
. 00
4,319.48
(19)=
TOTAL TAX CREDIT 4,307.53
BALANCE OF TAX DUE 11.95
INTEREST AND PEN. .00
TOTAL DUE 11.95
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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.