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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
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
2DJ5 N/~ Y 27 PI'i 12= 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JAN
JAN
845
HBG
CLEPt< OF
Op,)' ,!'.'iX" (,011RT
,It rJ, 11-,; ,) V\.,jUi'
L BiilWiF'i 'iC
L BROWN & ASSOCS
SIR THOMAS CT 12
PA 17109
05-30-2005
TRAYER
12-18-2004
21 05-0036
CUMBERLAND
101
*'
REV-1547 EX AFP (03-05)
JEAN
R
A.OUlt R...t tted
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 ...
1l~V-"I.'rI;,.yt.lW.'lY.!~'tI!1.mtm.!II!'.!wtll'l"t'J(M!'t.mr.A'WllATftJiml':.'m:t!lV'J(M!'t.1IW'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRAYER JEAN R FILE NO. 21 05-0036 ACN 101 DATE 05-30-2005
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.a1 Estate (Schedule A)
2. Stocks and Bonds IS_dul. B)
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes RBC8ivable (Schedule DJ
s. C.shlBank DeposltsIHisc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Tot.l Assets
(1)
(2)
(3)
lot)
IS)
(6)
(7)
.00
3.757.04
.00
.00
53.61
3.161.71
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Llabllities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charltabl./GoY.r~ntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. N.t Value of Estat. Subiect to Tax
I~ an assessment was issued previDusly, lines 14, 15 and/Dr 16, 17, 18 and 19 will
reflect ~igures that include the total D~ abb returns assessed tD date.
ASSESSMENT OF TAX:
15. AlIOunt of Line 14 at Spousal rat. (1S)
16. Anount of Line 14 taxable at Lineal/Class A rat. (16)
17. AlIO\R'1It of Line 14 .t Sibling rate (17)
18. uount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
(9)
(10)
NOTE:
T
:
+
INTEREST/PEN PAID 1-)
6.18
IIUHIIER
CD005056
DATE
03-11-2005
3,810.65
413.50
Ill)
(12)
(13)
l1ot)
.00 X
2,748.21 X
.00 X
.00 X
AI10UNT PAID
117.49
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subIIi t the upper portion
of this form with your
tax pay_nt.
6,972.36
6.??6 11;
2,748.21
.00
2,748.21
00 =
045 =
12 =
15 =
.00
123.67
.00
.00
123.67
(19)=
123.67
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)