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BUREAU OF INDIVIDUAL TAXES.1 ,}
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.- ......" ~
-'.T': cC;:::'D=. i,~.\- NOTICE OF INHERITANCE TAX
'c.-_ v ~P"ISEHENT" ALLOWANCE OR DISALLOWANCE
; ,oF-..DEDUCTIONS AND ASSESSHENT OF TAX
09-12-2006
SADLER
02-03-2006
21 06-0128
CUMBERLAND
101
APPEAL DATE: 11-11-2006
( See reverse side under Objections)
Amount R_i tted 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 ~
iEV:is~7-EX-Ai:i'-(03:0sj-NOTicE-Oi:-iNHEiiTANCE-TAX-APpiAiiEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LILLIAN H FILE NO. 21 06-0128 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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J
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HILLARY A DEAN
MARTSON ETAL
10 E HIGH ST
CARLISLE
PA 17013
ESTATE OF SADLER
TAX RETURN WAS: ( ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Estata (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closaly Hald Stock/Pertnarship Interest (Schedule C)
4. Hortgeges/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. .JointlY OWned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expenses/AdR. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/SovernD8ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estete Subject to Tax
NOTE:
DATE
05-02-2006
07-11-2006
NUttBER
CD006645
CD006948
INTEREST/PEN PAID (-)
947.37
.00
. IF PAID AFTER DATE INDICATED" SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
'*'
REV-1547 EX AFP (06-05)
LILLIAN
H
( X) CHAN8ED SEE ATTACHED NOTICE
DATE 09-12-2006
(1)
(2)
(3)
(4)
(S)
(6)
(7)
142,500.00
.00
.00
.00
4.080.87
.00
59,455.69
(8)
I~ an asses~ent was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the tatal o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Une 14 at Spousal rate (1S)
16. ABount of Lina 14 taxable at Linaal/Class A r.te (16)
17. AIIount of Line 14 .t Sibling rate (17)
18. AMount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
S:
(9)
(10)
39,,889.87
NOTE: To insure proper
credi t to your account"
subIIi t the upper portion
of this forM with your
tax p&yll8l1t.
206,,036.56
45.492 47
160,,544.09
.00
160,,544.09
(19)=
.00
.00
16,,839.17
3,,032.66
19,,870.83
5.602.60
(11)
(12)
(13)
(14)
(Schedule ,J)
.00 X
.00 X
140,,326.41 X
20,,217.68 X
00 =
045 =
12 =
15 =
20,,228.55
357.72CR
.00
357.72CR
D
AMOUNT PAID
18,,000.00
1,,281.18
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $I" NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDI"" (CR)" YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1474) EX ~
t'
*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
SADLER, Lillian H.
FILE NUMBER
Kathy Leo
ACN
2106-0128
101
REVIEWED BY
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1 & 2 Joint bank accounts are taxable outright to the joint tenants before determining residue.
ROW
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