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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 03-10-2008
ESTATE OF PHILLIPS IVAH C
DATE OF DEATH 08-21-2006
FILE NUMBER 21 06-1034
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05- 09 -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 +-
-------------------------------------------------------------------------.,.----------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PHILLIPS IVAH C FILE NO. 21 06-1034 ACN 101 DATE 03-10-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
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GARY L JAMES ~d"~:
JAMES ET AL--'
134 SIPE AVE
HUMMELSTOWN PA 17036
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
20,342.39
.00
.00
11,849.03
.00
320,536.91
(8)
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)
44,111 .72
*'
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.
352,728.33
64.11i1i.46
288,572.87
28,857.28
259,715.59
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
NOTE:
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
20,043.74
(11)
(12)
(13)
(14) _
(10)
.00 X 00 .00
259,715.59 X 045 = 11 ,687.20
.00 X 12 = .00
.00 X 15 = .00
(19)= 11 ,687.20
(15)
(16)
(17)
(18)
TAX CRl="DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-21-2006 CDo07467 578.95 11,000.00
11-14-2007 CDo08977 .00 108.25
03-03-2008 SBADJUST .00 4.20
TOTAL TAX CREDIT 11,687.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
/ \
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. i ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~ V
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)