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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-.
B~~EAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-]547 EX AFP (06-05)
DATE 06-18-2007
ESTATE OF HELM MARION 10
DATE OF DEATH 07-18-2006
FILE NUMBER 21 06-0880
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remitted I :=J
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 +--
----------------------------------------------------------------------------------.---------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HELM MARION 10 FILE NO. 21 06-0880 ACN 101 DATE 06-18-2007
FOREST N MYERS
F N MYERS LAW OFFICE
137 PARK PL WEST
SHIPPENSBURG PA 17257
TAX RETURN WAS:
) ACCEPTED AS FILED
X) CHANGED
SEE ATTACHED NOTICE
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)
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
7,883.64
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
(8)
7,883.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
Cl 0)
456.00
428.74
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(11 )
(12)
Cl3)
(14)
884.74
6,998.90
.00
6,998.90
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17" 18 ancl 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
Cls)
.00 X
.00 X
.00 X
6,998.90 X
00
045 =,
12
15
( 19) =,
.00
.00
.00
1,049.84
1,049.84
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 CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID ( - )
04-19-2007 CD008051 .00
Cl6)
(17)
Cl8)
AMOUNT PAID
314.95
INTEREST IS CHARGED THROUGH 07-03-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
314.95
734.89
12.30
747.19
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $I, 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
REV-1470 EX (6-881
.
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128.0601
DECEDENT'S NAME
Helm, Marion E.
IFILE NUMBER _
:~1 06-0880
ACN
101
REVIEWED BY
Danh~1 Heck
ITEM
SCHEDULE NO.
J 1,2,3
EXPLANATION OF CHANGES
The tax rate has been adjusted from the 4.5% lineal tax rate to the 15% collateral tax rate,
as th,e beneficiaries on this schedule are listed as collateral beneficiaries.
ROW
Page 1