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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;)-('r',qncrl (Y,~.>NtiTif~E OF INHERITANCE TAX
", '." . ~~~jU~~REflT. ALLOWANCE OR DISALLOWANCE
! ;:tl d.,B( DISPYf] I ONS AND ASSESSMENT OF TAX
DATE 04-28-2008
ESTATE OF STONE ROY H
DATE OF DEATH 11-18-2007
FILE NUMBER 21 08-0028
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-27-2008
( 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONE ROY H FILE NO. 21 08-0028 ACN 101 DATE 04-28-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
zona HAY -2 PH 12: 31
CLERK OF
ORPH~tS COURT
CUMBERLAND CO.. PA
THOMAS J AHRENS
AHRENS LAW FIRM
52 GETTYSBURG PIKE
MECHANICSBURG PA
17055
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/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.
13.
14.
Net Value of Tax Return
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
49,556.48
.00
.00
.00
.00
616,599.80
(8)
(9)
ClO)
26,798.66
198.00
Cl1)
Cl2)
Cl3)
Cl4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !kh 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:
PAYMENT
DATE
02-13-2008
Net Value of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
CD009301
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,134.88
Cl5)
Cl6)
Cl7)
Cl8)
134,769.38 X
504,390.24 X
.00 X
.00 X
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
666,156.28
?6.996.66
639,159.62
.00
639,159.62
00
045 =
12 =
15 =
.00
22,697.56
.00
.00
22,697.56
AMOUNT PAID
21,562.68
Cl9)=
TOTAL TAX CREDIT 22,697.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.