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· COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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H-. ;unutU Uri'l.Jc ()- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T~,.".._., . APPRAISEHENT I ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION rir!,JJ i::}i l.J OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 171Z8-0601
2006 SEP I 8 PH 2: 56
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-12-2006
FORD
06-02-2005
21 05-0603
CUMBERLAND
101
APPEAL DATE: 11-11-2006
( See reverse side under Objections)
Mount RM:l.ttedl ,I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE -. RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is4j-EX-AFP-ioi:osi-NOTici-OF-iNHERiTANCE-TAX-APPRAiiEMENT:-ALLOWANCE-OR---------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERALD H FILE NO. 21 05-0603 ACN 101
I~ an a.s....ent was :l.ssued previouslr, l:l.nes 14, 15 and/or 16, 17, 18 and
reflect f:l.gures that include the total of ALL returns assess.d to date.
ASSESSMENT OF TAX:
IS. AlIOunt of Line Itf at Spousal rate (15)
16. AIIOunt of Line Itf taxable at Lineal/Class A rate (16)
17. AIIOunt of Line Itf at Sibling rete (17)
18. AIIOunt of Line Itf taxable at Collateral/Class B rate (18)
19. Principal Tax Due
CI_EF11< CF
ORPI.,j/',r",il,:' [",(,,! I'RT
\ j,--\l ..J '....: "-_!\.JI.~.1
JOSEPH D B~{E~ ES~ ' PA
J D BUCKLEY LAW OFCS
1237 HOLLY PIKE
CARLISLE
PA 17013
ESTATE OF FORD
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
4. HortgageslNotes Receivable (Schedule D)
5. CashlBank DepositslHisc. Personel Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ad.. CostslHisc. Expenses (Schedule H)
10. Debts/HortgageLiabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/GovernBBntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
07-11-2005
NUMBER
CD005549
INTEREST/PEN PAID (-)
765.84
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
252 .211. 60
.00
.00
(8)
*'
REY-1547 EX AFP (06-05)
GERALD
H
(9)
(10)
371239.11
DATE 09-12-2006
NOTE: To insure proper
credi t to your account I
s~it the upper portion
of this for. with your
tax pay.ant.
2521211.60
37.:1'39 11
2141972.49
.00
2141972.49
19 will
.00
71255.32
.00
81061.47
151316.79
161765.84
11449.05CR
.00
11449.05CR
\\)
(Schedule J)
.00
(11)
(12)
(13)
(1tf)
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR) I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.00 X
1611229 . 36 X
.00 X
531743.13 X
00 =
045 =
12 =
15 =
(19)=
AMOUNT PAID
161000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE