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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
QECORDED OfF\CE ~~ICE OF INHERITANCE TAX
APP~~.S~ENT, ALLOWANCE OR DISALLOWANCE
;~:OPVDEoOCTIONS AND ASSESSMENT OF TAX
DATE 03-31-2008
ESTATE OF MYERS DOROTHY W
DATE OF DEATH 04-13-2007
FILE NUMBER 21 07-0564
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 ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:is47-Ex-AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS DOROTHY W FILE NO. 21 07-0564 ACN 101 DATE 03-31-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX .!80601
HARRISBURG PA 17128-0601
2008 APR -4 PH 1: 48
DEBRA K WALLET
D K WALLET LAW
24 N 32ND ST
CAMP HILL
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PA 17011
REV-1547 EX AFP (06-05)
T AX 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
ClO)
12.
13.
14.
Net Value of Tax Return
(ll
(2)
(3)
(4)
(5)
(6)
(7)
139,000.00
139,770.24
.00
.00
8,025.78
3,762.24
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
290,558.26
14,824.42
9,305.78
Clll
(12)
?4.130.?O
266,428.06
.00
266,428.06
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 ~ 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
TAX CREDITS:
NOTE:
Cl5)
Cl6)
(1n
(18)
(13)
Cl4)
.00 X 00 .00
266,428.06 X 045 = 11,989.26
.00 X 12 = .00
.00 X 15 = .00
(19)= 11,989.26
PAYMI:NT RECEIPT DISCOUNT l+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-13-2007 CDo08413 526.32 10,000.00
01-11-2008 CDo0917o .00 1,462.94
TOTAL TAX CREDIT 11,989.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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~'j,
A RS:S:lIWn c::C'c Dr\lrDc.-.~ roT!"'''- ....- .........- --_.- --- -