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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
r'-, APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL"TAXES
INHERITANCE TAX DIVISION "
PO BOX 2B0601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-18-2005
ALESICK
03-30-2005
21 05-0329
CUMBERLAND
101
APPEAL DATE: 12-17-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~9~9_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH G FILE NO. 21 05-0329 ACN 101 DATE 10-18-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
KATHY M SHUGHART
27 S ARLENE ST
PO BOX 6315
HBG
ESQ
PA 17112
ESTATE OF
ALESICK
RESERVATION 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/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE:
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
86,400.00
241,059.75
.00
.00
(8)
REV-1547 EX AFP (06-05)
ELIZABETH G
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
327,459.75
29.737 34
297,722.41
29,772.24
267,950.17
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 rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
+
DATE
06-30-2005
NUMBER
· CD005510
INTEREST/PEN PAID (-)
1,853.32
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
1I0)
19,002.00
.00
1,339.75
.00
35,726.69
37,066.44
41,308.98
4,242.54CR
.00
4,242.54CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ^~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE \(J"'-
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
10.735.34
(11)
ll2)
ll3)
ll4)
.00
29,772.24
.00
238,177 .93
X 00 =
X 045 =
X 12 =
X 15 =
ll9)=
AMOUNT PAID
39,455.66
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-147Q EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
ELIZABETH G ALESICK
FILE NUMBER
John Kealy
ACN
2105-0329
101
REVIEWED BY
ITEM
SCHEDULE NO.
J
EXPLANATION OF CHANGES
The amount of the charitable bequest is entered on line 13 of the recapitulation page and
deducted from the net value of the estate.
ROW
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