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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
i~ '~_'I?RA,ISWfltENt. ALLOWANCE OR DISALLOWANCE
,0 "OF'D~btiCT.IONS AND ASSESSMENT OF TAX
'*
DATE 03-12-2007
ESTATE OF HOWELL DONNA M
DATE OF DEATH 03-22-2006
FILE NUMBER 21 06-0299
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-11-2007
( 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 +-
REY:is47-Ex-AFP-C03:0Sl-NOTICE-OF-INHERITANCE-TAX-APPRAISEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOWELL DONNA M FILE NO. 21 06-0299 ACN 101 DATE 03-12-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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IVO V OTTO III ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
( ) CHANGED
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/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
147,500.00
2.410.938.46
.00
.00
27.508.83
1.664.00
24,748.68
(8)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
2,612,359.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
38,805.54
12.160.80
(11)
Cl2)
Cl3)
Cl4)
1;0.966 ~4
2,561,393.63
.00
2,561,393.63
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 AIJ:. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) 1,251,005.63 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,309,556.00 X 045 = 58,930.02
17. Amount of Line 14 at Sibling rate Cl7) 416.00 X 12 = 49.92
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) 416.00 X 15 = 62.40
19. Principal Tax Due Cl9)= 59,042.34
TAX CRI='DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-21-2006 CD006872 2,894.74 55,000.00
12-21-2006 CD007595 .00 1,147.60
TOTAL TAX CREDIT 59,042.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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.) ~-