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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r:rnqr,\T) n~~tj:r';OF INHERITANCE TAX
., "',)' AP'P~Ai'~El'ICllIT t ALLOWANCE OR DISALLOWANCE
1::,FD;.i \ P.~, nsbuirl:i-oNS AND ASSESSMENT OF TAX
DATE 04-14-2008
ESTATE OF BEARD ROBERT W
DATE OF DEATH 12-19-2006
FILE NUMBER 21 06-1148
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 +--
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEARD ROBERT W FILE NO. 21 06-1148 ACN 101 DATE 04-14-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2008 APR 18 PM \2: 22
DWIGHT W BEARD
23 HILLCREST RD
ENOLA
CLERK OF
ORPHAN'S CQ'lRT
CU' \",-,-,' (:: DI~
'I J, - . -. .-' ..,~, ' ",' ..'., .
I j I ~ _.' ' " ,
PA 17025
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
12. Net Value of Tax Return
13.
14.
(9)
(10)
REV-1547 EX AFP (06-05)
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
150,000.00
.00
.00
.00
159,498.73
23,505.65
598,605.87
(8)
931,610.25
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
18,649.66
1,286.57
(11)
(12)
19.936.?3
911,674.02
.00
911,674.02
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(14)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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 (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
03-19-2007
01-29-2008
NOTE:
RECEIPT
NUMBER
CD007921
CD009217
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,705.26
194.63-
(15)
(16)
(17)
.00
911,674.02
.00
.00
X 00
X 045 =
X 12 =
X 15 =
.00
41,025.33
.00
.00
41,025.33
(19)=
AMOUNT PAID
32,400.00
7,117.62
TOTAL TAX CREDIT 41,028.25
BALANCE OF TAX DUE 2.92CR
INTEREST AND PEN. .00
TOTAL DUE 2.92CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (I I
IF TOTA' DD' II R'F"CT'D AI A "CR'O'T" (CR', YOU HAY B' OD~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.