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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601 .. r- /,,-. "", ._,
HARRISBURG, PA 171~~(J1-.'.:
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
REV-1547 EX 106..(5) PC
01-10-2006
YARLETT
01-20-2005
21 05-0127
Cumberland
101
MARY
L
Appeal Date: 03-11-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE q RETAIN LOWER PORTION FOR YOUR RECORDS ~
.. RE\'-:.154TEX'(06-<isfpc' -....'. -,. - - 'NOTie'E' OF-IN~fERifA'NCE- TA;CAP'PRAis'EME'NT''- A"LL.OWAtiICE OR" --.- -., - - -. -. -.. - - -.". - -,.. -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
YARLETT MARY L FILE NO. 2105-0127 ACN 101
TAX RETURN WAS: (IZI) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
CRAIG A fftHLESd";! ,
C A Dla LAW OFFICES
3464 TRINDLE RD
CAMP HILL P A 17011
ESTATE OF
DATE 01-10-2006
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,881.25
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,889.34
11. Total Deductions (11) 10,770.59
12. Net Value ofTax Return (12) 109,931.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 109,931.94
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
2,827.34
353.08
117,522.11
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tilX payment.
120,702.53
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at LinealfClass A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
( 15) 67,652.26 X.OO 0.00
(16) 42,279.68 X.045 1 ,902.59
(17) 0.00 X .12 0.00
(18) 0.00 X .15 0.00
(19) 1 ,902.59
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID H
03-15-2005 CD005058 95.13 2,000.00
TOTAL TAX CREDIT 2,095.13
BALANCE OF TAX DUE 192.54 CR
INTEREST 0.00
TOTAL DUE 192.54 CR
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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