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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
- OF-DEDU~TIONS AND ASSESSMENT OF TAX
*
DATE 03-10-2008
ESTATE OF CULLINGS ANNA M
DATE OF DEATH 07-30-2007
FILE NUMBER 21 07-0744
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 CULLINGS ANNA M FILE NO. 21 07-0744 ACN 101 DATE 03-10-2008
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
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
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 11128-0601
D 17
t j; r !~:~:
STEPHEN D TILEY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
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
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
T CREDITS:
PAYMENT R CEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2007 CD008884 .00
12-04-2007 CD009043 .00
PAYMENT MUST BE MADE BY 04-30-2008*.
(9)
(10)
(15)
(16)
(17)
(18)
REV-1541 EX AFP (06-05)
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
13,990.00
.00
.00
3,172.00
.00
197,267.00
(8)
214,429.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
6,618.00
1,911.00
(11) _
(12) _
(13) _
(14) _
8.1i/9.DD
205,900.00
.00
205,900.00
.00
205,900.00
.00
.00
X 00
X 045 =
X 12 =
X 15 =
.00
9,266.00
.00
.00
9,266.00
(19)=
AMOUNT PAID
8,660.00
157.22
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8,817.22
448.78
.00
448.78
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. C4r\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D E'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)