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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
CC,~nDI\C~PTI~E OF INHERITANCE TAX
I:APMJU~SMtlf1R(;nP'!fANCE OR DISALLOWANCE
!l~E~r.?'r~.~~~~.I'~,~~:_~D ASSESSMENT OF TAX
*'
REV-15~7 EX AFP (06-05)
MARIELLE F HAZEN
M F HAZEN LAW OFC
2000 LINGLESTWN RD 20
HBG PA 17110
2007 JUN 29 PH I: 10
CLERK OF
c8;;tli~I~/8nc9gR~A
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-25-2007
MACDONALD
09-04-2005
21 06-0011
CUMBERLAND
101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HELEN
M
TO:
~Y!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~_~~~~~Q!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MACDONALD HELEN M FILE NO. 21 06-0011 ACN 101 DATE 06-25-2007
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)
S. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1l.532.07
.00
.00
.00
68,975.29
.00
(S)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
80,507.36
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)
(10)
8,706.75
.00
(11)
(12)
(13)
(14)
8.70& 7~
71,800.61
.00
71,800.61
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 (15) .00 X DO .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 71,800.61 X 045 = 3,231. 03
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate <1S) .00 X 15 = .00
19. Tax Due (19)= 3,231.03
TA
C
NUMBER
CD006174
CD006177
CD008030
SBADJUST
o +)
INTEREST/PEN PAID (-)
.00
.00
189.79-
.00
AMOUNT PAID
119.97
92.66
3,208.19
.66
A NT
DATE
01-04-2006
01-04-2006
04-14-2007
06-18-2007
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,231.03
.00
.00
.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 0
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)