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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 WILLIAMSON FRANK E
DATE OF DEATH 02-11-2007
FILE NUMBER 21 07-0182
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 ~
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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 WILLIAMSON FRANK E FILE NO. 21 07-0182 ACN 101 DATE 03-10-2008
BUREAU OF INDIVIDUAL TA~ES,
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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AMY M MOYA
S E LEDERER<'l,.AW OFCS
4811 JONESTOWN RD
HBG PA 17109
T AX 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
177,000.00
34,270.10
.00
.00
477,512.92
.00
133,565.48
(8)
(9)
(10)
32,901.08
12,172.49
(11 )
(12)
(13)
(14)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALh 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
Amount of Line 14 at Sibling rate
Amount of Line 14 taxable at Collateral/Class B rate
Principal Tax Due
RECEIPT DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-)
CD008150 1,736.84
CD008956 .00
SBADJUST . DO
(15)
(16)
(17)
(18)
.00 X
777,274.93 X
.00 X
.00 X
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.
822,348.50
41i.073.1i7
777,274.93
.00
777,274.93
00
045 =
12 =
15 =
.00
34,977.37
.00
.00
34,977.37
AMOUNT PAID
33,000.00
240.53
.11
(19)=
TOTAL TAX CREDIT 34,977.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.. '
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. '1t;
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.