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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~PAm~~ ALLOWANCE OR DISALLOWANCE
RECORDtLiOlJI-"txONS AND ASSESSHENT OF TAX
'B=:r~.;~TE?
10-02-2006
OSMUN
01-11-2006
21 06-0092
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( See reverse side under Objections)
Mount R_ittedl 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 4-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MADELINE R FILE NO. 21 06-0092 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
2006 OCT 3 I
At110: 2 I
CLEf=<i\ OF
LOWELL R GATES ESQ ORPH/'S<~) CCiURT
GATES ETAL cu:,.r;'-~' .,~- PA
1013 MUMMA RD STE 100
LEMOYNE PA 17043
ESTATE OF OSMUN
'*
REV-1547 EX AFP (06-05)
MADELINE
R
DATE 10-02-2006
TAX RETURN WAS: (X) ACCEPTED AS FILED
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/Pertnership Interest (Schedule C)
4. Hortgagas/NOtes Racaiv.ble (Schedule D)
5. Cesh/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. T~sfers (Schedule G)
8. Total Assets
( ) CHANGED
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
2.604.00
.00
133,798.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/A.. Costs/Hisc. Expanses (Schedule H)
18. Dabts/Hortgaga Liabilities/Liens (Schadule I)
11. Total Deductions
12. Hat Value of Tax Return
13. Charitab1e/60vernDantel Bequests; Non-elected 9113 Trusts (Schedule J)
14. Hat V.1ue of Estate Subject to Tax
If an asses..ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abb returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 at Spousal rat. US)
16. ADDUnt of Line 14 taxable .t Lineal/Class A rate (16)
17. AIlount of Line 14 .t Sibling rate (7)
18. AIlount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Dull
NOTE:
DATE
04-10-2006
08-16-2006
NUttBER
CD006549
CD007105
INTEREST/PEN PAID (-)
210.53
.00
(9)
(18)
13,318.00
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credi t to your eccount,
~it the upper portion
of this for. with your
tax paYlUM\t.
136,402.00
14.232.00
122,170.00
.00
122,170.00
.00
5,498.00
.00
.00
5,498.00
5,508.53
10.53CR
.00
10.53CR
~
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. .
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY. BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
914.00
(11)
(12)
(13)
(14)
.00 X
122,170.00 X
.00 X
.00 X
AtfOUNT PAID
4,000.00
1,298.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE