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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
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 03-24-2008
ESTATE OF WILLIAMS HAROLD K
DATE OF DEATH 10-12-2007
FILE NUMBER 21 07-1077
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( 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 +--
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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 WILLIAMS HAROLD K FILE NO. 21 07-1077 ACN 101 DATE 03-24-2008
.,
IVO V OTTO III ESQ
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RES~RVATION 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)
.00
132,903.23
.00
.00
722.55
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
133,625.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
II.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
Cl 0)
19,137.15
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
1,576.68
(11 )
Cl2)
(13)
Cl4)
70.713 83
112,911.95
.00
112,911.95
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
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
NOTE:
Cl5)
(16)
( 17)
Cl8)
.00 X 00 .00
112,911.95 X 045 _ 5,081.04
.00 X 12 .00
.00 X 15 .00
(19)= 5,081.04
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
01-03-2008
RECEIPT
NUMBER
CD009136
DISCOUNT (+)
INTEREST/PEN PAID (-)
254.05
AMOUNT PAID
4,826.99
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,081.04
.00
.00
.00
* 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 D~.t.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) :)
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