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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT r AlLOWANC.E OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
06-06-2006
SCHOOLEY
06-12-2005
21 06-0335
CUMBERLAND
101
APPEAL DATE: 08-05-2006
(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 LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFp-coj:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLIFFORD F FILE NO. 21 06-0335 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BDX 280601
HARRISBURG PA 17128-0601
DATE
. EST-A TE OF
'DATE OF DEATH
FILE NUMBER
". -.COUNTY
:ACN
FRANK H KELLY
KELLY FINANCIAL SRVCS
400 BRIDGE ST STE 4
NEW CUMBERLAND PA 17070
ESTATE OF
SCHOOLEY
REV-1547 EX AFP C06-05)
CLIFFORD
F
DATE 06-06-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED
SEE ATTACHED NOTICE
X) CHANGED
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
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
56,556.00
1,971.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
58,527.00
(11)
(2)
(3)
(14)
10.417 00
48,110.00
1,000.00
47,110.00
(9)
nO)
10,417.00
.00
NOTE: If an assessment was issued previouslY7 lines 147 15 and/or 1&7 177 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rate (15)
16. Amount of line 14 taxable at lineal/Class A rate (16)
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:
.00 X 00 = .00
47,110.00 X 045 = 2,119.95
.00 X 12 = .00
.00 X 15 = .00
(9)= 2,119.95
ru::l.<:~'" I l+' AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-18-2006 CD006566 .00 1,884.00
INTEREST IS CHARGED THROUGH 06-21-2006 TOTAL TAX CREDIT 1,884.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 235.95
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 17.96
TOTAL DUE 253.91
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED. ,0'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~_.{
A DC'I:'.....n C"E:'E:' DIC'I'~D....r- roT"''' ....... .......-- ----. --- -------
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
CLIFFORD F SCHOOLEY
FILE NUMBER
John Kealy
ACN
2106-0335
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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