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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
",.......-~'. ("'\,~-,(~,-..
;-"1_ ) N,Qn llE':Of , INHERITANCE TAX
,,-APPRAi-SEHENT/ A~LOWANCE OR DISALLOWANCE
',:'.)iQF"DEOOCT'I\ON<S, AND ASSESSMENT OF TAX
DATE 04-28-2008
ESTATE OF FISHER HELEN R
DATE OF DEATH 11-25-2007
FILE NUMBER 21 07-1158
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
~~!_~~~~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_!~~~-~~~~~~~--~--------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FISHER HELEN R FILE NO. 21 07-1158 ACN 101 DATE 04-28-2008
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 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
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
02-15-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2008 APR 28 PM I: 14
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MARCUS A MCKNIGHT III
IRWIN & MCKNIGHT
60 WEST POMFRET ST
CARLISLE PA 17013
TAX RETURN WAS: ( ) 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
NOTE:
( X) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
14,500.00
24,281.60
.00
.00
168,337.82
11,225.98
.00
(8)
.
REV-1547 EX AFP (06-05)
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
218,345.40
(11 )
(12)
(13)
(14)
Pi.474.06
202,871.34
.00
202,871.34
(9)
(10)
13,426.55
(IS) .00 X 00 .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) 202,871.34 X 15 = 30,430.71
(19)= 30,430.71
AMOUNT PAID
27,950.28
RECEIPT
NUMBER
CD009308
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,471.07
PAYMENT MUST BE MADE BY 08-25-2008*.
2.047.51
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
29,421.35
1,009.36
.00
1,009.36
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. (~ I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU;
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
2107-1158
101
Helen R. Fisher
REVIEWED BY
ACN
Anita McCully
ITEM
SCHEDULE NO.
J 3
EXPLANATION OF CHANGES
Changed tax rate from 12 percent to 15 percent since a sister-in-law is a collateral
beneficiary.
ROW
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