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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
r)[(':r)~P)fii~{Si.~i@F.= .c~LOWANCE OR DISALLOWANCE
-: ...:",;;".0.1:; ~iJucPPtlS AND ASSESSMENT OF TAX
l"iLlJ'~\ iCJ.j \jt' ';{L~,:
DATE 04-28-2008
ESTATE OF OBERHOLTZER III SAMUEL M
DATE OF DEATH 07-05-2007
FILE NUMBER 21 07-0685
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
~~T_~~~~~_T~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_y~~~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OBERHOLTZER III SAMUEL M FILE NO. 21 07-0685 ACN 101 DATE 04-28-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
Z008 HAY -2 PH 12: 31
KARL M LEDEBOHM ESQ
PO BOX 173
NEW CUMBERLAND
CLERK OF
ORPHAN'S COURT
CUMBER1}1'~l[) ('A)" PA
PA 17070
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
127,000.00
.00
. DO
. DO
57,427.58
. DO
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
184,427.58
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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
09-05-2007
02-27-2008
NOTE:
RECEIPT
NUMBER
CD008646
CD009353
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,109.42
.00
INTEREST IS CHARGED THROUGH 05-13-2008
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
(9)
Cl 0)
30,486.50
746.34
Cl1)
Cl2)
31 .~3~.84
153,194.74
.00
153,194.74
Cl3)
Cl4)
ClS)
Cl6)
Cl7)
.00 X
.00 X
.00 X
153,194.74 X
.00
.00
.00
22,979.21
22,979.21
00
045 =
12 =
15 =
Cl9)=
AMOUNT PAID
21,079.00
751.25
TOTAL TAX CREDIT 22,939.67
THE BALANCE OF TAX DUE 39.54
INTEREST AND PEN. .29
TOTAL DUE 39.83
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. f' I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.