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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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R=CURDtU Vrh(jtotJ,CE OF INHERITANCE TAX
::::('C'iT~~t~If~e:!'lT, ALLOWANCE OR DISALLOWANCE
,-'t_.\.J'~i I L I OF DEDu.c.tIONS AND ASSESSMENT OF TAX
DATE 03-31-2008
ESTATE OF WALLACE THOMAS M
DATE OF DEATH 05-17-2007
FILE NUMBER 21 07-0539
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 +-
REV:is47-EX-AFP-coi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALLACE THOMAS M FILE NO. 21 07-0539 ACN 101 DATE 03-31-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
2008 APR -4 PM \: 48
ANN E RHOADS
CLECKNER & FEAREN
PO BOX 11847
HARRISBURG
CLERK OF
ORPHAN'S COURT
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PA 17108
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
280,000.00
2,192.96
.00
.00
89,413.67
1,988.07
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
JointlY Owned Property (Schedule F)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
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
Transfers (Schedule G)
Total Assets
373,594.70
(9)
ClO)
49,927.43
515,107.71
(11 )
Cl2)
Cl3)
Cl4)
15611.035.]4
191,441.00-
.00
191,441.00-
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 !.b.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due (9)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DAlrE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
/ l
( 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 tJ
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