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COMMONWEALTH OF PENNSYLVANIA
_ ,... DEPARTMENT OF REVENUE
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,... -,(1'-\\ r\\-\-i ie '," NOTICE OF INHERITANCE TAX
TA~_ri'0Ut.'j ':::~_' \~:~PP,~AISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 11-21-2005
ESTATE OF BRANDT KATHLEEN M
DATE OF DEATH 02-25-2005
FILE NUMBER 21 05- 0208
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-20-2006
( See reverse side under Objections)
Amount Re.itted\ I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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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 BRANDT KATHLEEN M FILE NO. 21 05-0208 ACN 101 DATE 11-21-2005
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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DALE F SHUGHARif,
STE 203
35 E HIGH ST
CARLISLE
PA 17013
REV-I547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
( ) 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)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
97,000.00
190.367.80
.00
.00
128,036.58
39,580.10
153,308.10
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
608,292.58
25,916.90
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)
6,422.84
(11)
(12)
(13)
(14)
37.339.74
575,952.84
.00
575,952.84
NOTE: If an assess.ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh 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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X 00 .00
(16) .00 X 045 = .00
(17) 575,952.84 X 12 = 69,114.34
(18) .00 X 15 = .00
(19)= 69,114.34
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-20-2005 CD005347 3,336.00 63,384.00
08-25-2005 CD005728 .00 2,394.34
TOTAL TAX CREDIT 69,114.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 }t
* IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN H. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)