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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
C}i::-IC~FDEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 03-19-2007
ESTATE OF ONEILL PATRICIA A
DATE OF DEATH 07-28-2006
FILE NUMBER 21 06-0694
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2007
( See reverse side under Objections)
Amount Remittedl 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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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ONEILL PATRICIA A FILE NO. 21 06-0694 ACN 101 DATE 03-19-2007
Vr'O 10C I,i. "'2
' ,'/~~i \ I. j
JOHN MEAKIN nC::'''-i.i:
\."' f II i .
MARKET SQUARE('~!t..DG
MECHANICSBURG""-. PA 17055
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
152,000.00
.00
.00
.00
73,671.27
.00
.00
(8)
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with YOu~
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
Total Assets
225,671.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
II.
12.
13.
14.
Debts/Mo~tgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Retu~n
(9)
(10)
21,063.55
91.733.35
(11)
(12)
(13)
(14)
11?79&.9D
112,874.37
.00
112,874.37
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of W:. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A ~ate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling ~ate (17) 112,874.37 X 12 = 13,544.92
18. Amount of Line 14 taxable at Collate~al/Class B ~ate (18) .00 X 15 = .00
19. P~incipal Tax Due (19)= 13,544.92
TAX ITS:
PA NT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-23-2006 CD007343 677.25 15,000.00
TOTAL TAX CREDIT 15,677.25
BALANCE OF TAX DUE 2,132.33CR
INTEREST AND PEN. .00
TOTAL DUE 2,132.33CR
"
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.)
J