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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
u-'-'0.fT'"T'i ~il'E- (}~-INHERITANCE TAX
"AlbJ:l.Rli'I'Sb1SNt4: AL'LOWANCE OR DISALLOWANCE
,;':(;:01'. fiEpuC';I~NS' AND ASSESSMENT OF TAX
"...,-.~;V, 'I...on vl ,~,~ 4... .,'
*
DATE 04-28-2008
ESTATE OF DURR DONALD J
DATE OF DEATH 04-23-2007
FILE NUMBER 21 07-0687
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 DURR DONALD J FILE NO. 21 07-0687 ACN 101 DATE 04-28-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Z008 HAY -2 PH 12: 31
STEPHEN L BLOOM ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
CLERK OF
ORPHAN'S COURT
CUMBEHLAND CO.. PA
PA 17013
REV-1547 EX AFP (06-05)
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.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
184,189.80
.00
.00
.00
.00
.00
366,829.38
(8)
551,019.18
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
ClO)
10,914.57
. 00
(11 )
Cl2)
Cl3)
Cl4)
lD.914.~7
540,104.61
.00
540,104.61
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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
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
NOTE:
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
07-19-2007
02-06-2008
RECEIPT
NUMBER
CD008429
CD009265
DISCOUNT (+)
INTEREST/PEN PAID (-)
468.42
.02-
Cl5)
Cl6)
Cl7)
(18)
331,772.51 X
208,332.10 X
.00 X
.00 X
.00
9,374.94
.00
.00
9,374.94
00 =
045 =
12 =
15 =
Cl9)=
AMOUNT PAID
8,900.00
474.94
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,843.34
468.40CR
.00
468.40CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
"
{ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. II
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~ (
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)