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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
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 WALTON VIRGINIA R
DATE OF DEATH 01-29-2007
FILE NUMBER 21 07-0331
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 +--
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALTON VIRGINIA R FILE NO. 21 07-0331 ACN 101 DATE 03-17-2008
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. Real Estate (Schedule A)
RETURN
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
614.62
.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
NO. 01
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
(8)
614.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
150.00
.00
(ll) _
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
Cl2}
Cl3} _
Cl4} _
1110 00
464.62
.00
35,244.91
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 rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
09-18-2007
12-28-2007
ClS}
Cl6}
el7}
el8}
.00 X 00 .00
35,244.91 X 045 = 1,586.02
.00 X 12 .00
.00 X 15 .00
Cl9}= 1,586.02
RECEIPT
NUMBER
CD008697
CD009113
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.27-
AMOUNT PAID
1,565.11
21.20
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,586.04
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. L
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUED
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)