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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-('",-.,r-'r ,",r-'l~_J,r-NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~,l::-,J.li1it.J._!-i-M~RAitsEHENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,__ __. _OF~'DEDUCTIONS AND ASSESSHENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
11-28-2005
HILBERT
12-29-2004
21 05-0037
CUMBERLAND
101
APPEAL DATE: 01-27-2006
( See reverse side under Objections)
Amoun1: Remi 1:1:ed r 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 +--
REV:is4'-EX-AFP-lo3:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSENENT:-AiioWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH M FILE NO. 21 05-0037 ACN 101 DATE 11-28-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,/!PC
~U'
C -2
PH 2: LIZ
JANE M ALEXANDER ESQ
148 S BALTIMORE ST
DILLSBURG PA 17019
ESTATE OF
HILBERT
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
&. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(&)
(7)
170,000.00
15.596.00
.00
.00
40.127.24
29.923.77
10,061.33
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
21,603.28
2.858.09
(11)
(12)
(13)
(14)
If an assessmen1: was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will
reflec1: figures 1:ha1: include 1:he 1:o1:al of ALL re1:urns assessed 1:0 da1:e.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
1&. Amount of Line 14 taxable at Lineal/Class A rate (1&)
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:
NOTE:
(9)
(10)
.00 X
237,246.97 X
.00 X
4,000.00 X
REV-1547 EX AFP (06-05)
ELIZABETH M
NOTE: To insure proper
credit to your account,
submit the upper portio
of this form with your
tax payment.
265,708.34
24.461 37
241,246.97
.00
241,246.97
00 =
045 =
12 =
15 =
.00
10,676.11
.00
600.00
11,276.11
(19)=
1:+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
03-24-2005 CD005113 517 .50 9,832.50
09-29-2005 CD005852 .00 473.35
INTEREST IS CHARGED THROUGH 12-13-2005 TOTAL TAX CREDIT 10,823.35
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 452.76
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.65
TOTAL DUE 457.41
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DI
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
~
REV-147G EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERIT ANCE TAX
EXPlANA TION
OF CHANGES
REVIEWED BY
Hilbert, Elizabeth M.
Daniel Heck
FILE NUMBER
ITEM
SCHEDULE NO.
ACN
2105-0037
101
G 1
EXPLANA TlON OF CHANGES
IRA's are fully taxable with no exclusion when the age of the decedent is 59 y, or older at
date of death.
ROW
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