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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128- 0601
o,:"'nni'")t" r"I!lQ.U,p.e:,rflF I NHER IT ANCE TAX
,\U/j:AepJUtSE"~[, i.A1.LOWANCE OR DISALLOWANCE
~:(~iCI~; ITallU~rrlIpftS AND ASSESSMENT OF TAX
I ,~,~ "".i......... ,"-,' t .....1.. Ii 1...\-,....1
03-31-2008
ALBRIGHT
09-27-2007
21 07-0911
CUMBERLAND
101
APPEAL DATE: 05-30-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
2008 APR -4 PM I: 49
THOMAS J AHRENS
AHRENS LAW FIRM
52 GETTYSBURG PIKE
MECHANICSBURG PA
CLERt\ OF
ORPWi~" t'S r'!)! JRT
I i,!'"'\i'~' ~j\. \ I :
'"'l ".~;""-:-' D'
I' .",' '. <."
"v' )1'< ' r',
17055
REV-1547 EX AFP (06-05)
PAUL
W
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALBRIGHT PAUL W FILE NO. 21 07-0911 ACN 101 DATE 03-31-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. CloselY Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. 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)
II. Total Deductions
12. Net Value of Tax Return
13.
14.
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
38,654.98
.00
452,180.73
(8)
(9)
(10)
29,258.13
76,775.70
(Ill
(12)
(13)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
490,835.71
(14)
106.033.83
384,801.88
.00
384,801.88
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:
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:
(IS) .00 X DO .00
(16) 384,451.88 X 045 = 17,300.33
(17) 350.00 X 12 = 42. DO
(18) .00 X 15 = .00
(19)= 17,342.33
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-26-2007 CDo0911o 862.84 16,393.95
12-26-2007 CD009111 4.28 81.26
TOTAL TAX CREDIT 17,342.33
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 DU~
A REFUND_ S~~ g~V~p~~ ~Tn~ n~ TUT~ ~~~u -~- -..--------