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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 03-24-2008
ESTATE OF GROGAN KAY M
DATE OF DEATH 10-07-2006
FILE NUMBER 21 06-0939
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT T~:
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 lOR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GROGAN KAY M FILE NO. 21 06-0939 ACN 101 DATE 03-24-~~
ROBERT C SAlOIS
SAlOIS ETAL
26 W HIGH 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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mo~tgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Retu~n
CHANGED
0)
(2)
(3)
(4)
(5)
(6)
(7)
158,000.00
.00
.00
.00
41,016.29
.00
.00
NOTE: To insu~e Ip~ope~
c~edit to you~ ~ccount,
submit the uppe po~tion
of this fo~m wi h you~
tax payment. '
(8)
199,016.129
(9)
(0)
35,296.33
75.794.64
(11 )
(2)
(3)
(4)
87,925.32
.00
87,925.32
Net Value of Estate Subject to Tax
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS:
PAYMENT
DATE
08-23-2007
08-24-2007
NOTE:
RECEIPT
NUMBER
CD008665
CD008591
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
41. 59-
OS)
(6)
(7)
(8)
.00 X
87,925.32 X
.00 X
.00 X
00 .iOO
045 3,956.H
12 .00
15 .'00
(9)'= 3,956.~
AMOUNT PAID
21.64
10,000.00
TOTAL TAX CREDIT 9,980.0$
BALANCE OF TAX DUE 6,023.4!CR
INTEREST AND PEN. .00
TOTAL DUE 6,023.4!CR
'\ i
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~"/
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.