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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, f\ 1"\'"" ,,,tl~lICE....PF INHERITANCE TAX
RECuRJgt~C~~tfr UJ'LLOWANCE OR DISALLOWANCE
r:~":(:~T~e ~Dl,J.P.rlIQ+lS AND ASSESSMENT OF TAX
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*
DATE 03-31-2008
ESTATE OF WILLHIDE DEAN D
DATE OF DEATH 03-09-2007
FILE NUMBER 21 07-0302
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( 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 AL.ONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-EX-AFP-coi:05j-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLHIDE DEAN D FILE NO. 21 07-0302 ACN 101 DATE 03-31-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2008 APR -4 PM I: 48
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
CLERi< OF
ORO!.J,A ,1\1'0 {~"I','llRT
IT' [I-} ~ <) \I'."j ..J
T'. (V' Pl\
PA 17013
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) 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)
8. Total Assets
.00
491,153.00
.00
.00
2,183.00
19,864.00
172,535.00
(8)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
685,735.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14.
Net Value of Estate Subject to Tax
(9)
(10)
37,097.00
43.00
(11)
(12)
(13)
(14)
37.140.00
648,595.00
.00
648,595.00
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 ~ 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
(15) .00 X 00 .00
(16) 648,595.00 X 045 = 29,187.00
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 29,187.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-29-2007 CD008213 1,459.35 28,343.25
TOTAL TAX CREDIT 29,802.60
BALANCE OF TAX DUE 615.60CR
INTEREST AND PEN. .00
TOTAL DUE 615.60CR
* 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 DUE !
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