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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
C)r:rnqnCJ1~e'~P~E(~~T, ALLOWANCE OR DISALLOWANCE
,,_.."J'.AL' ':-'bj:I~,EppCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX <!80601
HARRISBURG PA 17128- 0601
REV-1547 EX AFP (06-05)
DATE 04-14-2008
ESTATE OF ALLARD WESLEY J
DATE OF DEATH 10-18-2005
FILE NUMBER 21 05-1025
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-13-2008
( 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:i'S47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALLARD WESLEY J FILE NO. 21 05-1025 ACN 101 DATE 04-14-2008
Z008 APR t I PM I: 0 I
CLERK OF
HUBERT X GILROY ES~~;,~~,0~:~!r~9Y~T A
MARTSON LAW OFCS GOv. "~..." p, .
10 E HIGH ST
CARLISLE PA 17013
) CHANGED
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
320,000.00
.00
.00
.00
130,823.94
123,669.00
.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)
Transfers (Schedule G)
Total Assets
574,492.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
ll.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO)
75,476.35
2,609.47
Cl1)
Cl2)
Cl3)
Cl4)
78.0811.82
496,407.12
.00
496,407.12
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
TAX CREDITS:
Cl5) .00 X 00 .00
Cl6) 496,407.12 X 045 = 22,338.32
Cl7) .00 X 12 = .00
Cl8) .00 X 15 = .00
Cl9)= 22,338.32
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-17-2006 CD006213 1,116.92 25,000.00
TOTAL TAX CREDIT 26,116.92
BALANCE OF TAX DUE 3,778.60CR
INTEREST AND PEN. .00
TOTAL DUE 3,778.60CR
*
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
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