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~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
i~ DEDUCTIONS AND ASSESSMENT OF TAX
.
I
REV-1547 EX AFP (06-05)
01-03-2006
HERSHBERGER
01-25-2005
21 05-0238
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
Amount R_ittedl 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 +--
iEV:is47-Ei-AFP-ioi:osj-NOTicE-OF-iNHEiiTANCE-YAi-APpiAiiEMENT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MILDRED I FILE NO. 21 05-0238 ACN 101 DATE 01-03-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
2(0
P... "
1 !
2: ! 2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MILDRED
I
r-'\' ,...- ,..,~
I I;......
,,-,"'r., "__i I
MARIELLE F H~N.,
MARIELLE F ;ff~ZEN LAW
2000 LINGLESTWN RD 20
HBG PA 17110
ESTATE OF HERSHBERGER
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Estat. (Sch.dule A)
2. Stocks III'Id Bonds (Schedul. B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trlll'lsfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
6.632.44
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subJni t the upper portion
of this fore with your
tax pay.ent.
6,632.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exp~ses/AdII. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Cheritable/Gover~~tel Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
6,533.13
(Schedule J)
.00
(11)
(12)
(13)
(14)
f. .1i:H 13
99.31
.00
99.31
19 will
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. ~t of Line 14 at Spousal rate (IS)
16. ~t of Line 14 taxable et Lineal/Cle.. A rete (16)
17. AMount of Line 14 at Sibling rate (17)
18. A.ount.of Line 14 taxable at Collateral/Class B rate (18)
19. Principel Tax Due
NOTE:
.00 X
99.31 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
4.47
.00
.00
4.47
DATE
10-25-2005
NUtlBER
CD005935
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
4.47
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 4.47
BALANCE OF TAX DUE.OO
INTEREST AND PEN. .00
TOTAL DUE .00 V"
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. n 1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
..!'
~EV-'470 EX (&-88)
, .
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601 '.
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
MILDRED I HERSHBERGER 2105-0238
REVIEWED BY ACN
John Kealy 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1&2 The Department will bill the beneficiaries of the annuities directly.
ROW
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