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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~ '. ".NOTICE OF INHERITANCE TAX
.;AP~RAi$Ei1Ii~[ ,i_ALLOWANCE OR DISALLOWANCE
OF I)EDUCTI,ONS AND ASSESSMENT OF TAX
*'
DATE 03-19-2007
ESTATE OF NEES HELEN B
DATE OF DEATH 04-03-2006
FILE NUMBER 21 06-0319
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2007
( See reverse side under Objections)
A.ount Re.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 +--
REy:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEES HELEN B FILE NO. 21 06-0319 ACN 101 DATE 03-19-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
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L;..IUJ
15 (\i II: 33
THOMAS E FLOWER
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
PA 17011
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
132,935.87
107.969.07
.00
.00
25.192.57
3.539.19
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
269,636.70
(9)
(10)
20,470.36
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
9.
10.
11.
12.
13.
14.
1.732.00
(11)
(12)
(13)
(14)
??2D2.3li
247,434.34
.00
247,434.34
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ab.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 247,434.34 X 045 = 11 , 134 . 55
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 11 , 134 . 55
TAX CREDITS:
PAyMt:NT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-29-2006 CD006900 526.32 10,000.00
12-27-2006 CD007627 .00 608.25
TOTAL TAX CREDIT 11,134.57
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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 ~UE 'V,. .
4. RI'I'IINn. !:I'I' RI'VI'R!:I' !:Tnl' nl' TlH!: I'nRM I'nR TN!:TRII~TTnN!:. l\f'-"