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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~, ..... NOTICE OF INHERITANCE TAX
:APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
'OF DEDUCTIONS AND ASSESSMENT OF TAX
11-14-2005
MCCREARY
03-09-2005
21 05-0244
CUMBERLAND
101
APPEAL DATE: 01-13-2006
( 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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SALLY M FILE NO. 21 05-0244 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
.. BUREAU OF INDIVIDUAL TAXES.
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
0..- .. J 1
(. ,t)
t."': r:.:...
I I,
"
COUNTY
ACN
STEVEN M ZEIGL!ER
STE 104
4909 LOUISE DR
MECHANICSBURG
PA 17055
ESTATE OF
MCCREARY
TAX RETURN WAS: ( ) ACCEPTED AS FILED
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
( X) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
11,035.04
.00
.00
(8)
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
(9)
(10)
1,974.00
REV-1547 EX AFP (06-05)
SALLY
M
1.920.75
(11)
(12)
(13)
(14)
DATE 11-14-2005
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
11 , 035 . 04
3.894 75
7,140.29
4,760.19
2,380.10
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ 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
rU:'-C.Lr
NUMBER
(+J
INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 12-09-2005*.
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
2,380.10 X 15 = 357.02
(19)= 357.02
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
357.02
.00
357.02
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ^1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUI</'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REV-1470 EX (6-88)
~
REVIEWED BY
ITEM
SCHEDULE NO.
J
Line
13
INHERITANCE TAX
EXPLANATION
OF CHANGES
McCreary, Sally M.
FILE NUMBER
Cheryl Gordon
ACN
2105-0244
101
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
The proceeds of life insurance policies on the life of the decedent are not subject to tax
in the decedent's estate.
ROW
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