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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
DATE 03-31-2008
ESTATE OF ERNST FORREST S
DATE OF DEATH 07-09-2007
FILE NUMBER 21 07-0673
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( See reverse side under Objections)
Amount Remittedl ~
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 4-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ERNST FORREST S FILE NO. 21 07-0673 ACN 101 DATE 03-31-2008
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Akh 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
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
BARRY L ERNST
2441 TUXEDO PLACE
ALBANY GA 31707
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) 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)
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
164,900.00
15,926.37
.00
.00
2,685.57
.00
.00
(B)
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
(9)
(0)
28,301.64
21.354.87
(11 )
(2)
(3)
(4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
183,511.94
49.61')6.1')1
133,855.43
.00
133,855.43
OS)
(6)
(7)
OB)
.00 X 00 .00
133,855.43 X 045 = 6,023.49
.00 X 12 .00
.00 X 15 .00
(9)= 6,023.49
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-20-2007 CD008995 .00 5,802.99
INTEREST IS CHARGED THROUGH 04-15-2008 TOTAL TAX CREDIT 5,802.99
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 220.50
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .25
TOTAL DUE 220.75
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. S"
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE j
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
I
I'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
Forrest S. Ernst
FILE NUMBER
Destiny S.R.Brown
ACN
2107 -0673
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
A 1
The value of the real estate is increase from $160,000.00 to $164,900.00 as the result of
settlement sheet.
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1:1
ROW
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