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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Ri:~. ~~t:DIf.\~NHERITANCE TAX
::\ ..'. ..,.. "'~.OWANCE OR DI SALLOWANCE
H , ,:, ~9'U.J'ND ASSESSMENT OF TAX
*'
DATE 11-12-2007
ESTATE OF DEE MARCELLA L
DATE OF DEATH 11-22-2006
FILE NUMBER 21 06-1054
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2008
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DEE MARCELLA L FILE NO. 21 06-1054 ACN 101 DATE 11-12-2007
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
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2001 NOV 16 PH I: 34
MARIELLE F HAZEN
STE 202
2000 LINGLESTOWN
HBG
ClERK OF
ORPHAN'S COURT
CUM8ERLl\~D CO.. PA
RD
PA 17110
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
NOTE:
If an assess.ent was Issued previously, lines
reflect figures that Include the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14
19. Principal Tax Due
rAY ~! T~:
PA' .NT
DATE
02-20-2007
08-09-2007
at Spousal
taxable at
at Sibling
taxable at
rate
Lineal/Class A rate
rate
Collateral/Class B rate
~~~~u
NUMBER
CD007832
CD008527
l+J
INTEREST/PEN PAID (-)
63.16
.00
REV-1547 EX AFP (06-05)
( ) CHANGED
(D
(2)
(3)
(4)
(5)
(6)
(n
.00
29.343.17
.00
.00
21.267.92
974.30
.00
(8)
51,585.39
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
ClO)
17,703.15
1.612.55
ell)
Cl2)
Cl3)
Cl4)
19.~11i.7D
32,269.69
.00
32,269.69
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
Cl5)
Cl6)
el7)
el8)
. DO X DO =
32,269.69 X 045 =
. DO X 12 =
. DO X 15 =
el9)=
.00
1,452.14
.00
.00
1,452.14
AMOUNT PAID
1,200.00
188.98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,452.14
.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 DUE[)
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)