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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 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 03-24-2008
ESTATE OF LONG JEAN E
DATE OF DEATH 03-23-2007
FILE NUMBER 21 07-0318
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LONG JEAN E FILE NO. 21 07-0318 ACN 101 DATE 03-24-2008
DAVID H STONE ESQ
STONE ET AL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
TAX 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)
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
} CHANGED
(l)
(2)
(3)
(4)
(5)
(6)
(7)
.00
205,581.44
.00
.00
67,649.04
127,789.22
323,151.98
(B)
(9)
(l0)
42,239.33
260.59
(ll)
(l2)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
16. Amount of Line 14 taxable at Lineal/Class A rate
NOTE:
17. Amount of Line 14 at Sibling rate
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
06-21-2007
06-21-2007
06-21-2007
RECEIPT
NUMBER
CD008316
CD008317
CD008318
DISCOUNT (+)
INTEREST/PEN PAID (-)
631.58
1,052.63
2,405.82
(l5)
.00 X
.00 X
681,671. 76 X
.00 X
NOTE: To insure proper
credit to your account,
submit the upper portion
af this form with your
tax payment.
724,171 .68
(l3)
(l4)
4?499.9?
681,671.76
.00
681,671.76
(l6)
(l7)
(lB)
AMOUNT PAID
12,000.00
20,000.00
48,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00
045=
12
15
.00
.00
81,800.61
.00
81,800.61
(l9)'=
84,090.03
2,289.42CR
.OC
2,289.42CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ \,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.} LJ