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HARRISBURG PA 17128-0601
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1100 SPRING GARDEN DR
MIDDLETOWN PA 17057
DATE 05-05-2008
ESTATE OF LAWLER JR JOSEPH A
DATE OF DEATH 07-21-2007
FILE NUMBER 21 07-0755
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 LAWLER JR JOSEPH A FILE N0. 21 07-0755 ACN 101 DATE 05-05-2008
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) (1) 178,000.0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,46 7.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 628,579.60
8. Total Assets fig) 813, 046.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
36,235.12
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.717.3 3
11. Total Deductions (11) 4 .9~i .4ri
12. Net Value of Tax Return C12) 770, 094.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) •00
14. Net Value of Estate Subject to Tax (14) 770,094.15
NOTE: 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
TAY PDCi1TTC.
c15) • 00 X 00 _ .00
c16) .00 X 045 _ .00
c17) 770,094.15 X 12 _ 92,411.30
C18) .00 X 15 _ .00
c19)= 92,411.30
PAYMENT
DATE RECE PT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-12-2007 CD008811 4,578.95 87,000.00
02-22-2008 CD009346 .00 832.49
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
TOTAL TAX CREDIT 92,411.44
BALANCE OF TAX DUE .14CR
INTEREST AND PEN. .00
TOTAL DUE .14CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)