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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
06-19-2006
WINFREY
08-31-2004
21 05-0321
CUMBERLAND
101
APPEAL DATE: 08-18-2006
( 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
CUT [ALONG THIS LII!iE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV.i.1547 EX.AFP t03-05l NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
- - DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ~INFREY: DANA M FILE NO. 21 05-0321 ACN 101 DATE 06-19-2006
~_ ". f
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU'OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
LISA MARIE COYNE
COYNE 8 COYNE
3901 MARKET ST
CAMP tt~LL
PA 17011
( -
REV'-1547 EX AFP (06-05)
DANA
M
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)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1.557.04
.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
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
(9)
nO)
9,095.99
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
1.557.04
13.387 48
11,830.44-
.00
11.830.44-
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
4.291.49
(11)
(12)
(13)
(14)
.00 X
.00 X
.00 X
.00 X
(19)=
~ ..~. -~. . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (J)
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU - f
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /-
REV-1470 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
DECEDENTS NAME
FILE NUMBER
WINFREY, DANA M.
REVIEWED BY
ACN
2105-0321
101
Kathy Leo
ITEM
SCHEDULE NO.
H 83
EXPLANATION OF CHANGES
Reduced to $1,557.04. Family exemption can only be claimed against assets subject to
will or intestacy.
ROW
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