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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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,'Air>.. R#llH?Jt~"~ ttT!o, I- A_~I; Oli!AN CE 0 R D I SAL L OWAN C E
!~~lc,~)~rrn~:ON,~:,:r~ ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
SALLY J WINDER
9974 MOLLY PITCHER HWY
SHIPPENSBURG PA 17257
CLERK OF
ORPHAN'S COURT
CUI,/[:r-!): .Ii PA
9ATE
PH 12: 2 bTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-21-2008
MARTI N
07-09-2007
21 07-0667
CUMBERLAND
101
APPEAL DATE: 06-20-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ROBERT
L
2008 APR I 8
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTIN ROBERT L FILE NO. 21 07-0667 ACN 101 DATE 04-21-2008
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 11 0,250.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 122.985.52
6. Jointly Owned Property (Schedule F) (6) 19,477.54
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 252,713.06
APPROVED DEDUCTIONS AND EXEMPTIONS: 21,260.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I> (10) 556.92
11. Total Deductions ell) 21.817 37
12. Net Value of Tax Return (12) 230,895.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 230,895.74
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 230,895.74 X 045 = 10,390.31
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,390.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-08-2008 CDo09273 .00 10,795.31
TOTAL TAX CREDIT 10,795.31
BALANCE OF TAX DUE 405.0oCR
INTEREST AND PEN. .00
TOTAL DUE 405.o0CR
* IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
TAX RETURN WAS' ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
. ,
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2107 -0667
101
Martin, Robert L.
Justin R. Gilmore
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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