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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
rAf P:RAI,4E~E,~FTy ALLOWANCE OR DISALLOWANCE
-,-•OF DED:UCSIONS AND ASSESSMENT OF TAX
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LAKESIDE ASSOCIATES
BOX 4797
HBG PA 17111
REV-1547 EX AFP C06-05)
DATE 09-01-2008
ESTATE OF DEEL JR CURTIS D
DATE OF DEATH 03-03-2008
FILE NUMBER 21 08-0280
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-31-2008
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DEEL JR CURTIS D FILE N0. 21 08-0280 ACN 101 DATE 09-01-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .DO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,5 36.60
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 28, 976.09
e. Total assets (B) 30,512.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,760.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 6.760.00
12. Net Value of Tax Return C1Y) 23,752.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •DO
14. Net Value of Estate Subject to Tax (14) 23,752.69
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 23, 752.69 X 045 __ 1 , 068 .87
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 1,068.87
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-02-2008 CD009824 48.89 928.89
PAYMENT MUST BE MADE BY 12-03-2008*. TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
977.78
91.09
.00
91.09
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)