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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(J-:(",(~'D"'r-Bl (\r:RlIIliIC;EOF INHERITANCE TAX
!::~ '<,'AP'.. A;tS~~.,EN.. ..1'.. " ALLOWANCE OR DISALLOWANCE
1',1\;(:; C F'.J?EI?VCTIONS AND ASSESSMENT OF TAX
'*
DATE 07-09-2007
ESTATE OF MELLON HELEN A
DATE OF DEATH 10 -12-2006
FILE NUMBER 21 06-1080
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-07-2007
( 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:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MELLON HELEN A FILE NO. 21 06-1080 ACN 101 DATE 07-09-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2007 JUL 13 PH 12: 37
SHIRLEY M RYAN
2740 NE 6TH ST
POMPANO BEACH
CLERI< OF
ORPHbJl'S (-'r)1 T'T
I \!' \ (u~_ \)11 f
CII' 'f~-"';
l.i\",'-'
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FL 33062
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
.00
.00
.00
2.780.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
2.780.00
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
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 ALh 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
TAX CR IT:
PAYMEN
DATE
12-06-2006
12-06-2006
04-09-2007
04-09-2007
NOTE:
RECE P
NUMBER
CDo0752o
CDo07521
CDo07993
CDo07992
DISCOUNT (+)
INTEREST/PEN PAID (-)
170.02
170.02
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
782.00
(11)
CI2)
CI3)
CI4)
(9)
CIO)
7ft? DO
1,998.00
.00
153,127.39
CIS)
CI6)
CI7>
CI8)
. DO X
153,127.39 X
. DO X
. DO X
.00
6,890.73
.00
.00
6,890.73
DO
045 =
12 =
15 =
CI9)=
AMOUNT PAID
3,230.39
3,230.39
44.95
44.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6.890.73
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE au
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