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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
, , APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAxES
IJDfERITAHCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
MY 27 Pr112: 35
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JAN
JAN
845
HBG
CLERK OF
ODD!-IS.\!'0 [''(11 !OT
I Ii I ;; ~I" \.) VVVi \
l BRGW'~'C"', ,~,~,
l BROWN & ASSOCS
SIR THOMAS CT 12
PA 17109
05-30-2005
THOMPSON
12-20-2004
21 05-0046
CUMBERLAND
101
AltOunt R...1 tied
'*
AEV-lS47 EX AFP (03-05)
WILLIAM
B
( ) CHANGED
11)
(2)
(3)
(4)
IS)
(6)
(7)
.00
.00
.00
.00
27.912.31
.00
200,641.25
(8)
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 ___
1t1V--M~"Yf.~.'l"d'J~"tP.l1.'lMftI!I.!II!'.!wtItWlFlW.mr.l'WltlMr.wr~.'X'Ct!l\l'lAW.IlJt'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THOMPSON WILLIAM B FILE NO. 21 05-0046 ACN 101 DATE 05-30-2005
I~ an assesSNent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Line 14 at Spousal rat. (15)
16. ~t of Line 14 taxable at Lineal/Class A rat. (16)
17. AIrount of Line 14 .t SibU"" MIte 117l
18. A.uunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
X :
TAX RETURN liAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Sch8dule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
s. Cash/Bank DeposIts/Hisc. Personal Property (Schedule El
6. Jointly Owned Property ISchedule Fl
7.. Trensfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule HJ
10. Debts/Mortgage Liabiliti.s/Liens ISchedule I)
11.. Total Deductions
12. Net Value of Tax Return
13. Charit.b18/Govarnnental Bequests; Non-elected 9113 Trusts
14. Nat Value of Est.t. Subject to Tax
NOTE:
.
DATE
03-15-2005
NUHBER
CD005066
INTEREST/PEN PAID (-)
484.51
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
110)
11,608.87
00 =
045 =
12 =
15 =
119)=
NOTE: To insure proper
creelI t to your .ccour1t I
sub.it t.... upper portion
of this form with your
t.x PIIy.ant.
228,553.56
13.?17 QI'i
215,335.61
.00
215,335.61
19 will
.00
9,690.10
.00
.00
9,690.10
9,690.11
.0ICR
.00
.0ICR
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REllIIIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" leR), YDU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.)
1.609.08
Ill)
1l2)
(13)
1l4)
(Schedul. J)
.00 X
215,335.61 X
.00 X
.00 X
A_ PAID
9,205.60
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE