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BUREAU OF INDIVlDUA~ Jl"iXE9
INHERITANCE TAX DIVISION', '
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
07-24-2006
WILSON
03-22-2006
21 06-0310
CUMBERLAND
101
APPEAL DATE: 09-22-2006
( See reverse side under Objections)
Amount Remitted 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 +-
REV:is4'-EX-iFP-iii:is3-NOTicE-O,-iNHERiTANCE-TAX-iPPRiisEMENT:-iiioWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WALTER F FILE NO. 21 06-0310 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
. "-I
~, I)
\\: '2.-'
DALE F SH~~ART JR ESQ
10 W HIGH'ST
CARLISLE
PA 17013
ESTATE OF WILSON
*'
I
V
REV-1547 EX AFP (06-05)
WALTER
F
DATE 07-24-2006
I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect ~igures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Aaount of Line 14 et Spousal rate (15)
16. Aaount of Line 14 taxable at Lineel/C1ass A rate (16)
17. ~t of Line 14 at Sibling rate (17)
18. Aaount of Line 14 taxable at Colleteral/Class B rate (18)
19. Principal Tex Due
S.
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete (Schedule A)
2. Stocks end Bonds (Schedula B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
4. Mortgeges/Notes Racei v_Ie (Schedule D)
S. Cesh/Benk Deposits/Misc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Totel Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expenses/A.. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tex Return
13. Ch&ritable/Qover~tal Bequests; Non-elected 9113 Trusts
14. Net Velue of Estate SUbject to Tax
NOTE:
DATE
06-01-2006
NUltBER
CD006771
INTEREST/PEN PAID (-)
75.09
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
11.063.92
.00
33,372.00
(8)
NOTE: To insure proper
credit to your eccount,
sub.1i t the upper portion
of this for. with your
tex payunt.
44,435.92
0.1i48 O~
34,886.97
.00
34,886.97
00 =
045 =
12 =
15 =
.00
1,501.74
.00
.00
1,501.74
(9)
(10)
8,862.27
686.68
(11)
(12)
(13)
(14)
(19)=
1,501.74
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(Schedule .J)
1,514.97 X
33,372.00 X
.00 X
.00 X
AMOUNT PAID
1,426.65
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE