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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
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 03-17-2008
ESTATE OF STEPHENS CARRIE M
DATE OF DEATH 05-02-2006
FILE NUMBER 21 06-0404
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-16-2008
( 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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEPHENS CARRIE M FILE NO. 21 06-0404 ACN 101 DATE o3-17-~~
JUDITH T WALl ATTY
WALl & WALl
341 MARKET ST
NEWPORT PA 17074
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) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
.00
. DO
.00
.00
5,006.28
. DO
. DO
NOTE: To insure!proper
credit to your ,ccount.
submit the uppet portion
of this form with your
tax payment.
S.
Total Assets
(S)
5,006.!28
I
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
UO}
7,511.81
12.
13.
14.
Net Value of Tax Return
1.004.00
(11 )
U2}
U3}
U4}
a.lill, ~
3,509.53-
.~
3,509.53-
I
19 ,ill
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
U5}
U6}
U7}
US}
.00 X
.00 X
.00 X
.00 X
00
045 =
12
15
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
U9}=
'100
.@:E:
.~
'iOO
.100
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .OG
BALANCE OF TAX DUE .Olll
INTEREST AND PEN. .OG
TOTAL DUE .Olll
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. r\ \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE b'tte-"\,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ,)