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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
. "'ApF!RArSe:~ENT, ALLOWANCE OR DISALLOWANCE
bFDEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 09-11-2007
ESTATE OF MALONE MICHAEL J
DATE OF DEATH 08-21-2006
FILE NUMBER 21 07-0339
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2007
( See reverse side under Objections)
Amount 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 MALONE MICHAEL J FILE NO. 21 07-0339 ACN 101 DATE 09-11-2007
Z007 SEP I 7 Af~ II: 29
HUBERT X GILROY
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE
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PA 17013
TAX RETURN WAS: {X> ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B>
{l}
{2>
{3>
{4>
(5)
{6>
{n
177,500.00
.00
.00
.00
19.190.97
13,000.52
.00
{S>
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate {Schedule A>
2.
3.
4.
5.
6.
7.
S.
Closely Held Stock/Partnership Interest {Schedule C>
Mortgages/Notes Receivable {Schedule D>
Cash/Bank Deposits/Misc. Personal Property {Schedule E>
Jointly Owned Property {Schedule F>
Transfers {Schedule G>
209,691.49
Total Assets
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
14,366.79
{9>
UO>
12.500.00
ell>
U2>
U3>
U4>
?f..Rr.r..79
182,824.70
.00
182,824.70
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 !bh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal
16. Amount of Line 14 taxable at
17. Amount of Line 14 at Sibling
lS. Amount of Line 14 taxable at
19. Tax Due
C
NUMBER
CD008168
rate US> .00 X DO .00
Lineal/Class A rate {u> 182,824.70 X 045 = 8,227 . 11
rate U7> .00 X 12 = .00
Collateral/Class B rate US> .00 X 15 = .00
U9>= 8,227. 11
+> AMOUNT PAID
PAID {->
.00 9,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,000.00
772.89CR
.00
772.89CR
* 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.>