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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
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05l
DATE 03-24-2008
ESTATE OF DIEHL BETTY J
DATE OF DEATH 12-18-2006
FILE NUMBER 21 07-0007
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( See reverse side under Objections)
Amount Remitted I l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DIEHL BETTY J FILE NO. 21 07-0007 ACN 101 DATE 03-24-2008
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS:
PAYMENT
DATE
03-14-2007
09-14-2007
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
~ES~iVArIDN 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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
316,500.00
158,479.56
.00
.00
130,824.75
.00
450,720.57
(8)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
35,424.47
10. Debts/Mo~tgage Liabilities/Liens (Schedule I) (0) 51.362. 74
11. Total Deductions (11)
12. Net Value of Tax Retu~n (12)
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE:
OS)
(6)
( 17)
(8)
.00 X
969,737.67 X
.00 X
.00 X
RECEIPT
NUMBER
CD007907
CD008691
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,800.00
.00
AMOUNT PAID
34,200.00
8,295.19
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insu~e p~ope~
c~edit to you~ account.
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
1,056,524.88
86.787 ::>1
969,737.67
.00
969,737.67
00
045 _
12
15
.00
43,638.20
.00
.00
43,638.20
(9)=
44,295.19
656.99CR
.00
656.99CR
* 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.) /' I
V