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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B060 1
HARRISBURG PA 1712B-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 HARRIS ESTHER I
DATE OF DEATH 03-09-2007
FILE NUMBER 21 07-0248
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
~~!_~~~~~_!~~~-~~~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARRIS ESTHER I FILE NO. 2107-0248 ACN 101 DATE 03-17-2008
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
TAX 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)
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
117,000.00
.00
.00
.00
13,600.94
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
(8)
130,600.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
22,514.11
52.50
(1)
(2)
(3)
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
Debts/Mortgage Liabilities/Liens (Schedule I) (10)
Total Deductions
Net Value of Tax Return
Net Value of Estate Subject to Tax
(4)
??"66.~1
108,034.33
.00
108,034.33
NOTE:
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17 . Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
12-07-2007 CD009055
rate
Collateral/Class B rate
OS)
(6)
(7)
(8)
.00 X 00
108,034.33 X 045,=
.00 X 12
.00 X 15
(9),=
.00
4,861.54
.00
.00
4,861.54
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
4,861.54
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4,861.54
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. \..._J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE f~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) v