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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RECmnm nr-lII!ITlll;e,iJlF INHERITANCE TAX
c'r~,-Jl!'J!/l~S~~~" ALLOWANCE OR DISALLOWANCE
Ht',:;'.:<:Of'llEOOOT NS AND ASSESSHENT OF TAX
-- '. -. _L.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8D60l
HARRISBURG PA 17128-0601
REV-15~7 EX AFP (06-05)
20GS WG - I
Pi'1!2: 28
08-01-2005
DETWILER
02-10-2005
21 05-0161
CUMBERLAND
101
APPEAL DATE: 09-30-2005
( See reverse side under Objections)
Amount Relli 1:ted I I
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 _
REy:is47-Ex-AFP-io3:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOMANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES W FILE NO. 21 05-0161 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CHARLES
W
CLeD!'
__II!\
OPPHi,
('11"(-----
JACQUELINE H VERNEY"'ESQ
J M VERNEY LAW OFFICE
44 S HANOVER ST
CARLISLE
PA 17013
DETWIL ER
DATE 08-01-2005
ESTATE OF
TAX RETURN liAS: I X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schadule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortg8ges/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
.00
.00
.00
.00
16.875.26
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this for. with your
tax "pent.
(1)
(2)
(3)
14J
(5)
(6)
(7)
16,875.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Li.bilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernBlilntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to Tax
11,111.13
(9)
(10)
5.276.74
Ill)
(12)
(13)
(14)
]6.387 87
487.39
.00
487.39
NOTE: I~ an asses~ent was issued previously, lines
reflect ~igures that include the total af abb
ASSESSMENT OF TAX:
IS. Anount of Line 14 at Spousal rate (15)
16. ADaUnt of Line 14 taxable at Lineal/Class A rate (16)
17. Aoount of Line 14 at Sibling rata (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
487.39 X 15 =
(19)=
.00
.00
.00
73.11
73.11
fAX CREDITS,
R~~"" '.J AI10UNT PAID
DATE NUHBER INTEREST/PEN PAID 1-)
05-09-2005 CD005301 3.66 69.46
TOTAL TAX CREDIT 73.12
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .01CR
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT 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.)