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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX Z806Dl
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
R}:rnRn;:" ('IP""U:~DF INHERITANCE TAX
::::::::.'~~~SEIlhH ALLOWANCE DR DISALLDlIANCE
ne'.; .:' i.DI' ""li!ictillNS AND ASSESSHENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 08-01-2005
ESTATE OF SMITH AGNES K
DATE OF DEATH 12-10-2004
FILE NUMBER 21 05-0004
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-30-2005
( See reverse side under Objections)
Amount R..ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REy:is47-Ex-AFP-coi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLONANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH AGNES K FILE NO. 21 05-0004 ACN 101 DATE 08-01-2005
zaos .~UG -I Pt112: 28
JAMES D BOGAR
BOGAR 8 HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
CLEPK O~
OFiP!-'i",\'(
CI,}" ." y
OFCS
PA 17011
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule BI
3. Closely Held Stock/Partnership Interest (Schedule C)
~. Kortgages/Notes Receivable [Schedule Dl
S. Cash/Bank D-poslts/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule fl
7. Tr8nsfers (Schedule Gl
8. Total Assets
III
(21
(31
('II
(51
(61
(71
.00
39.097.58
.00
.00
97.096.29
.00
58,499.75
(BI
NOTE: To insure prop."
credit to your eccountl
sua1 t the upper portion
of this for. with your
t.x pa~nt.
194,693.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tax R.turn
13. Charitable/Gover~antal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(91
1101
28,482.27
1.874.70
(111
1121
1131
11'11
30.3';6 97
164,336.65
.00
164,336.65
I~ an assess_ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ abb returns assessed to date.
ASSESSMENT OF TAX:
IS. A~unt of Lin. 14 at Spousel rate (15)
16. Amount of Lin. 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
TAX C
NOTE:
.00 X
164,336.65 X
.00 X
.00 X
00 =
045 =
12 =
15 =
1191=
.00
7,395.15
.00
.00
7,395.15
DATE
03-10-2005
05-12-2005
MUNBER
CD005040
CD005316
INTEREST/PEN PAID (-I
346.50
.00
AHDUNT PAID
6,583.50
465.15
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
7,395.15
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I