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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
01-10-2006
THOMAS
08-03-2005
21 05-0730
CUMBERLAND
101
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 CO COURT HOUSE
CARLISLE. PA 17013
9Y!_~~9~9_!~!~_~!~~______~___~~!~!~_~g~~~_~g~!!g~_~g~_!g~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGARET L FILE NO. 21 05-0730 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JAMES G MORGAN JR
TUCKER ARENSBERG
PO BOX 889
HBG
PA 17108
ESTATE OF
THOMAS
TAX RETURN WAS: (X) ACCEPTED AS FILED
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)
&. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
(1)
(2)
(3)
(4)
(5)
(&)
(7)
.00
183.739.93
.00
.00
18.487.35
3,227.28
.00
(8)
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
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ~
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:
+
DATE
09-30-2005
NUMBER
CD005859
INTEREST/PEN PAID (-)
397.31
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
28.873.73
REV-1547 EX AFP (06-05)
MARGARET
L
.00
(11)
(12)
(13)
(14)
DATE 01-10-2006
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
205.454.56
28.873 73
176.580.83
.00
176.580.83
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
176.580.83 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
8.000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
7.946.14
.00
.00
7.946.14
8.397.31
451.17CR
.00
451.17CR
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE I~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) L..