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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 780601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 03-17-2008
ESTATE OF MAY MARY C
DATE OF DEATH 08-01-2007
FILE NUMBER 21 07-0794
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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MAY MARY C FILE NO. 21 07-0794 ACN 101 DATE 03-17-2008
JUDITH MAY BENNETT
248 SMITH RD
SHIPPENSBURG PA 17257
TAX RETURN WAS:
) 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/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.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
( X) CHANGED
SEE ATTACHED NOTICE
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
10,945.86
.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(B)
10,945.86
(9)
(10)
7,492.86
207.97
(11)
(12)
(13)
(14)
7.700.83
3,245.03
.00
3,245.03
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (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 rate
NOTE:
16. Amount of Line 14 taxable at Lineal/Class A rate
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
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 05-01-2008*.
(15)
.00 X
3,245.03 X
.00 X
.00 X
.00
146.03
.00
.00
146.03
00
045 =
12
15
(16)
(17)
(1B)
(19)=
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
146.03
.00
146.03
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE"-b
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
REV-1470 EX (6-88)
REVIEWED BY
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANA TION
OF CHANGES
Mary C. Hay
Anita McCully
FILE NUMBER
ACN
2107 -0794
101
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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