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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NoTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 01-29-2008
ESTATE OF COLBERT ELSE M
DATE OF DEATH 09-21-2007
FILE NUMBER 21 07-0885
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-29-2008
( See reverse side under Objections)
Amount Remittedl ~
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 COLBERT ELSE M FILE NO. 21 07-0885 ACN 101 DATE 01-29-2008
,
- I
.
",. i ".. 'C
; i i ~ : d
GEORGE D COLBERT ,,,,,
23 COUNTRY CLUB RD"
CARLISLE PA 17015
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. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5.
6.
7.
8.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
100.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Transfers (Schedule G)
Total Assets
(8)
100.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
.00
.00
Cl1)
Cl2)
Cl3)
Cl4)
DO
100.00
.00
100.00
ClO)
NOTE: 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:
PAYMENT R CEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
(15) 100.00 X 00 .00
(16) .00 X 045 = .00
(17) .00 X 12 .00
(18) .00 X 15 .00
(19)= .00
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
/"~
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ( ,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Colbert, Else
FILE NUMBER
Cheryl Gordon
ACN
2107 -0885
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Changed tax rate from 4.5 percent to 0 percent since the beneficiary is a spouse.
ROW
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