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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PFCnHr;rT\ (\FF~~I€e: OF INHERITANCE TAX
:'ir;,,(,~M'~~IS,~~~,N(f, ALLOWANCE OR DISALLOWANCE
:~lt;3); tl"$F,.iPEJ:WCIJ:ONS AND ASSESSMENT OF TAX
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PD BDX 280601
HARRISBURG PA 17128-0601
2008 APR -4 PH I: 1+8
REV-15~7 EX AFP (06-05)
DATE 03-31-2008
ESTATE OF CONNER W B
DATE OF DEATH 04-16-2007
FILE NUMBER 21 07-0663
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:i547-EX-AFP-{03:05)~NOTiCE~oF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR~--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CONNER W B FILE NO. 21 07-0663 ACN 101 DATE 03-31-2008
CLERK OF
ORPHANS COURT
EL YSE E ROGERS ESQ CUti'~':-l' i ('(1. p'f..
KEEFER ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
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.
3.
4.
S.
6.
7.
s.
Stocks and Bonds (Schedule B)
CloselY Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
1,021.87
.00
1,447,027.36
(s)
NDTE: 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)
Transfers (Schedule G)
Total Assets
1,448,049.23
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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
IS. 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:
(9)
12,986.68
1.697.00
Cll)
Cl2)
Cl3)
Cl4)
Cl D)
14.683.68
1,433,365.55
.00
1,433,365.55
ClS)
Cl6)
Cl7)
Cl8)
615,037.47 X 00 .00
818,328.08 X 045 = 36,824.76
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 36,824.76
PAYMENT RECEIPT DISCDUNT (+) AMOUNT PAID
DArE NUMBER INTEREST/PEN PAID (-)
07-16..2007 CDo08411 1,789.47 34,000.00
01-11-2008 CDo09174 .00 1,035.29
TOTAL TAX CREDIT 36,824.76
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. ( \ I
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE D~')
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