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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
02-13-2006
ADDISON
05-16-2004
21 05-0458
CUMBERLAND
101
APPEAL DATE: 04-14-2006
( 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
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BETTY M FILE NO. 21 05-0458 ACN 101 DATE 02-13-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
l>
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ft f
[U ['j j r:; !,2
('.-.,
SEAN M SHUL TZES:Q'
KNIGHT & ASSOCS
11 ROADWAY DR STE B
CARLISLE PA
17013
ESTATE OF
ADDISON
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
(1)
(2)
(3)
(4)
(5)
(&)
(7)
140,000.00
.00
.00
.00
39.850.09
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental 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 ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
1&. Anount 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
12-14-2005
NUMBER
CD006115
INTEREST/PEN PAID (-)
135.79-
12,824.12
3.801. 47
(11)
(12)
(13)
(14)
(9)
(10)
REV-1547 EX AFP (06-05)
BETTY
M
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forn with your
tax paynent.
179,850.09
16.625 59
163,224.50
.00
163,224.50
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
54,408.17 X 00 =
108,816.34 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
5,032.53
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-15-2005 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
4,896.74
.00
.00
4,896.74
4,896.74
.00
66.14
66.14
· 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.)
.~
REV-147C EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Betty M. Addison
REVIEWED BY
ACN
2105-0458
101
Sheila Megonnell
ITEM
SCHEDULE NO.
15
EXPLANATION OF CHANGES
Reduced to $0.00. Real estate taxes are not allowable deductions for the years after
decedent's date of death.
ROW
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