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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~'Cf'(\Tl!::r\ ~o:t"f'CE pF: INHERITANCE TAX
t-::"j\APP.~Aisi~E~'f; ALLOWANCE OR DISALLOWANCE
:.~.t':( ".'.<a~'i~I{Dlld,ioN'S AND ASSESSMENT OF TAX
, ' .\,).....1' ...~(,...... i .".. .,.. .
'*
DATE 04-14-2008
ESTATE OF MILLER HERMAN E
DATE OF DEATH 04-30-2007
FILE NUMBER 21 07-0465
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-13-2008
( See reverse side under Objections)
Amount Re.ittedl 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 +-
-------------------------.-----------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER HERMAN E FILE NO. 21 07-0465 ACN 101 DATE 04-14-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B060I
HARRISBURG PA 17128-0601
2008 APR 18 PH 12: 22
NANCY M HUGHES
BARLEY SNYDER
126 EKING ST
LANCASTER
CLERK OF
ORPHAN'S COURT
C' 'I" .n-"I . ,. lr (....... DA
ESQ l.lV_,_'~l~.,j,:..j \, .,1 t I
PA 17602
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
II.
12.
13.
14.
Total Deductions
Net Value of Tax Retu~n
( ) CHANGED
(D
(2)
(3)
(4)
(S)
(6)
O)
185,000.00
15.399.47
.00
.00
23,375.60
.00
49,900.00
(B)
273,675.07
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
(9)
Cl O}
22,111.78
20,445.36
(11 )
Cl2}
Cl3}
4~.~~7.14
231,117.93
.00
231,117.93
Net Value of Estate Subject to Tax
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
(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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
lB. Amount of Line 14 taxable at Collate~al/Class B ~ate (lB)
19. P~incipal Tax Due
TAY CREDITS:
PAYMENT
DATE
01-28-2008
NOTE:
RECEIPT
NUMBER
CDo09221
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
ClS}
Cl6}
Cl7}
104,109.47 X
127,008.46 X
.00 X
.00 X
.00
5,715.38
.00
.00
5,715.38
00 =
045 =
12 =
15 =
Cl9} =
AMOUNT PAID
5,715.38
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,715.38
.00
.00
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.,
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. D
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)