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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:u,,-(V\I"\f'''IT nr,ll1F1CE;,.OF INHERITANCE TAX
r=\\)li~tt."-JlslO'llrtt'l\/ALLOWANCE OR DISALLOWANCE
C:(~rqi:f.F (~D.~,(r1!I~. NS AND ASSESSMENT OF TAX
I ;~_ \_..1'....) 1 i..~; I \)1 . <, .I..~,...
DATE 04-28-2008
ESTATE OF WHITCOMB LUTHER M
DATE OF DEATH 09-26-2007
FILE NUMBER 21 07-0900
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 WHITCOMB LUTHER M FILE NO. 21 07-0900 ACN 101 DATE 04-28-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2008 HAY -2 PM 12: 31
DALE F SHUGHART
10 W HIGH ST
CARLISLE
CLERK OF
ORPHAN'S COURT
JR WABERLAND CO. PA
PA 17013
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
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)
S. 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. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14.
Net Value of Estate Subject to Tax
NOTE:
(D
(2)
(3)
(4)
(5)
(6)
O)
269,000.00
1,049,083.31
.00
.00
75,330.96
.00
21,100.00
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,414,514.27
36.01;1 34
1,378,462.93
.00
1,378,462.93
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh 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
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS)
19. Principal Tax Due
TAX CREDITS:
(9)
CIO}
34,050.21
.00 X 00 .00
1,378,462.93 X 045 = 62,030.83
.00 X 12 .00
.00 X 15 .00
CI9}= 62,030.83
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-17-2007 CDo09089 2,750.00 52,250.00
02-21-2008 CDo09336 .00 7,030.83
TOTAL TAX CREDIT 62,030.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 V'.
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS RE UIRED.
2,001.13
(ll)
CI2)
CI3}
CI4}
CIS}
CI6}
CI7}
FOR CALCULATION OF ADDITIONAL INTEREST.
Q
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.}