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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPA~T~~NT OF REVENUE
;::,::-r',\'ip'iED (~\lfrCEtIJf INHERITANCE TAX
.: '~Pcj5RA.J:stKENT, ALLOWANCE OR DISALLOWANCE
.DF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP <06-05)
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-21-2005
ZERBE
01-11-2005
21 05-0070
CUMBERLAND
101
APPEAL DATE: 01-20-2006
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
VERNA
M
ANDREW C SHEELY
127 S MARKET ST
PO BOX 95
MECHANICSBURG
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CPCL
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PA 17055
TO:
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
ESTATE OF ZERBE VERNA M FILE NO. 21 05-0070 ACN 101 DATE 11-21-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
S. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
147,000.00
.00
.00
.00
181.961.58
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(S)
328,961.58
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
10,297.00
(9)
(10)
3.197.16
(11)
(12)
(13)
(14)
13.494.16
315,467.42
.00
315,467.42
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
(15) .00 X 00 .00
(16) 315,467.42 X 045 = 14,196.03
(17) .00 X 12 = .00
(1S) .00 X 15 = .00
(19)= 14,196.03
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-23-2005 CD005112 709.80 14,000.00
TOTAL TAX CREDIT 14,709.80
BALANCE OF TAX DUE 513.77CR
INTEREST AND PEN. .00
TOTAL DUE 513.77CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. n I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)