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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
P::r':^tpn=n f\~~ INHERITANCE TAX
'-'.''-''APPAAISEHEtft' ''-'ALLOWANCE OR DISALLOWANCE
:~:::-~:~OF: OeDUOTlldNs.. AND ASSESSI1ENT OF TAX
1__ ..... . "..' . ',".. .~.. . ',I. ..
10-30-2006
DALUISIO
07-04-2004
21 05-1080
CUMBERLAND
101
APPEAL DATE: 12-29-2006
( See reverse side under Objections)
AIIIount R8IIit:t:edl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REV: iS47 - E)( AFi, '( oi:os'r NOTicE - OF- iNHERiTANCE- TAX - APPRAisEMENT: - ALLOWANCE-OR - -- - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANNA M FILE NO. 21 05-1080 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 17128-0601
2006
'1
-J
I!: 26
CONNIE UNGER
1341 ENGLISH DR
MECHANICSBURG
(">1
,~,I~
PA 17055
ESTATE OF DALUISIO
*'
REV-1547 EX AFP (06-05)
ANNA
M
DATE 10-30-2006
I~ an a.s....ent: was issued previou.ly, lin.s 14, 15 and/or 16, 17, 18 and
r~lect: ~igures t:hat: include t:he t:o'tal ~ Abk returns a..es.ed t:o dat:e.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 tax8ble at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX RETU1DI liAS: (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 IIItCI Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MortgageslNotes Recelv8ble (Schedule D)
5. Cash/Bank Deposlts/"lsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A_. Costs/"lsc. Expen_s (Schedule Hl
10. Debts/Mortgage Ll8bllltles/Llans (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charlt8ble/80ver~tal 8equestsi Non-elected 9113 Trusts
14. Net Value of Estate ~ject to Tax
NOTE:
tulBER
INTEREST/PEN PAID (-)
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
9.570.58
.00
.00
(8)
NOTE: To Insure proper
credl t to your eccount,
subIIlt the upper portion
of this fo~ with your
tax paYlHN\t.
91570.58
9.775.90
205.32-
.00
205.32-
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(9)
(10)
91775.90
.00
Cll)
(12)
Cl3)
Cl4)
Cl9)=
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
06
( IF TOTAL DUE IS LESS THAN $11 NO PAVltENT IS REQUIRED. "
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CI) 1 YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(Schedule J)
.00 X
.00 X
.00 X
.00 X
AMOUNT PAID