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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.+;~; ~, ,r °•, ,710T`I"CE , OF INHERITANCE TAX
' ~'., AP~RRAI~EMENT; ALLOWANCE OR DISALLOWANCE
~~_ (~~ DEDIVCTIOMS AND ASSESSMENT OF TAX
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KEITH 0 BRENNEMAN (~~'~^ '~.'_~~ ~.-~ 'A'
SNELBAKER >3< BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
REV-1547 EX AFP CO1-09)
DATE 07-06-2009
ESTATE OF TURNER GEORGE M
DATE OF DEATH 02-11-2008
FILE NUMBER 21 08-0161
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(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 ~
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TURNER GEORGE M FILE N0. 21 08-0161 ACN 101 DATE 07-06-2009
TAX RETURN WAS: ( ) 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)
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
I1) 210,000.00 NOTE: To insure proper
C2) •00 credit to your account,
.00 submit the upper portion
C3) of this form with your
C4) .00 tax payment.
c5) 4, 198.89
c6) .00
I7) 71,836.89
c8) 286,035.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,943.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.638.42
11. Total Deductions C11) ~~'•r'g) •gr'
260,453.93
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13)
260,453.93
14. Net Value of Estate Subject to Tax C14)
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) 74,411.89 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 186,041?. 04 X 045= 8,371.89
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 C19)= 8,371.89
Twv rrrnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-20-2009 CD010928 .00 8,321.32
INTEREST IS CHARGED THROUGH 07-21-2009 TOTAL TAX CREDIT 8,321.32
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF T'AX DUE 50.57
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 139.91
TOTAL DUE 190.48
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN ~il, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88) r
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
George M. Turner 2108-0161
REVIEWED BY ACN
Destiny S.R.Brown 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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