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COMMONWEALTH OF PENNSYLVANIA
,_ ~E,P~fl1I.iNT OF REVENUE
:::(f',~','i\t)~htE-OF INHERITANCE TAX
,- -:~nPRA~Ei1ENT; . ALLOWANCE OR DISALLOWANCE
, '.OF' DEDUCTIONS AND ASSESSHENT OF TAX
\\: 2.0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-24-2006
MCANDREW
08-19-2005
21 05-0785
CUMBERLAND
101
APPEAL DATE: 09-22-2006
( See reverse side under Objections)
A_ount R..1ttedl 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 +-
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REY-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES F FILE NO. 21 05-0785 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
('~ ~ .....j
(,I)
ROBERT T BALABAN ESQ
630 LOWTHER RD
LEWISBERRV
PA 17339
ESTATE OF MCANDREW
'*
J
REV-1547 EX AFP (06-05)
CHARLES
F
DATE 07-24-2006
TAX. RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REYERSE
APPRAISED YALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Est.te (Schedule A)
2. Stocks Ilnd Bonds (Schedule B)
3. Closely Held Stock/P.rtnershlp Interest (Schedule C)
4. HortgegeslNotes Receivable (Schedule D)
5. CeshlBenk Deposlts/Hlsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule 6)
8. Tot.l Assets
APPROYED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. DebtslHortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charltable/60vernaental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to T.x
NOTE:
DATE
05-18-2006
NUttBER
CD006712
INTEREST/PEN PAID (-)
.00
( ) CHANSED
(9)
(10)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
821000.00
10.657.92
.00
.00
11.692.68
.00
341913.93
(8)
9~778.89
60.845.02
(11)
(12)
(13)
(14)
(Schedule J)
.00 X
.00 X
68~640.62 X
.00 X
AMOUNT PAID
8~236.87
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A~t of Line 14 at Spousal rate (15)
16. ADOUnt of Line 14 taxable .t Lineal/Class A rate (16)
17. ADount of Line 14 at Sibling rate (17)
18. ADOUnt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
C T:
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
(19)=
NOTE: To Insure proper
credit to your account,
~it the upper portion
of this for. with your
tax p.YlNtnt.
139,264.53
70.623 91
68~640.62
.00
68,640.62
19 will
.00
.00
8,236.87
.00
8,236.87
8~236.87
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)