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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
. APPRAUEMENT, ALLOWANCE OR DISALLOWANCE
CFDEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 05-21-2007
ESTATE OF HUNTZ LILLIAN G
DATE OF DEATH 05-27-2006
FILE NUMBER 21 06-0146
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2007
( 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 +-
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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 HUNTZ LILLIAN G FILE NO. 21 06-0146 ACN 101 DATE 05-21-2007
?Cl
,- J
F ;; I: 0 [I
MARIELLE F HAZE'" OFi')-.\
'T'II". .
STE 202 VUe
2000 LINGLESTOWN RD
HBG PA 17110
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 D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
175,000.00
40,416.50
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
147,247.45
2,325.86
71,943.46
(8)
436,933.27
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)
70,360.12
4,458.62
(11)
Cl2)
Cl3)
Cl4)
76.11111 76
362,114.53
.00
362,114.53
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. PrinCipal Tax Due
Cl5)
(U)
Cl7)
(!8)
.00
362, 114 . 53
.00
.00
X 00
X 045 =
X 12 =
X 15 ..
Cl9)=
.00
16,295.15
.00
.00
16,295.15
DATE
08-23-2006
02-26-2007
NUMBER
CD007148
CD007847
+
INTEREST/PEN PAID (-)
736.84
.00
AMOUNT PAID
14,000.00
1,558.31
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
16,295.15
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)