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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ?i~'~'f~~rl'~~'..~ ~h~i ~ i'NpOTICE OF INHERITANCE TAX
,~1 I,3EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -r, i^ t;>, t 1~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 4',,; ~~ ~ 1 J~~
HARRISBURG PA 17128-0601
2408 ,)UL - I PM I ~ OS
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DAVID J LENOX ~U~g~ • PA
THE WILEY GROUP
130 W CHURCH ST
DILLSBURG PA 17019
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE 06-23-2008
ESTATE OF WILLIS LYDIA T
DATE OF DEATH 10-25-2007
FILE NUMBER 21 08-0051
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIS LYDIA T FILE N0. 21 08-0051 ACN 101 DATE 06-23-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) .00
C2) .00
C3) .00
C4) .00
C5) 22,080.44
C6) .00
C7) 65,200.39
(8)
3,135.00
C9)
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
87,280.83
C10) .00
11. Total Deductions C11) 3.135.00
12. Net Value of Tax Return (12) 84,145.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 84, 145.83
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 C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 84, 145.83 X 15 _ 12, 621 .87
19. Principal Tax Due (19)= 12, 621 .87
TAY ~ QFTITTC.
A MEN
DATE RE T
NUMBER ISCOUNT C+
INTEREST/PEN PAID C-)
AMOUNT PAID
01-18-2008 CD009193 578.95 11,000.00
03-26-2008 CD009465 .00 1,042.92
TOTAL TAX CREDIT 12,621.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 31, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)