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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NotIcE OFilliHERITANCE TAX
APPRAISE~ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTION~ AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
*'
REV-1547 EX AFP (06-05)
i I JDA r~ 12 - 31 - 2007
ESTATE OF MALONE DOROTHY K
DATE OF DEATH 04-13-2007
. ;rFILE NUMBER 21 07-0413
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-29-2008
( See reverse side under Objections)
Amount Remittedl 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 DOROTHY K FILE NO. 21 07-0413 ACN 101 DATE 12-31-2007
: ! I
,. , i
-
LISA MARIE COYNE
3901 MARKET ST
CAMP HILL PA 17011
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)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(1)
(2)
(3)
(4)
(5)
(6)
(7)
129,000.00
1,277,078.98
.00
.00
426,387.76
.00
60,198.94
(8)
(9)
ClO)
144,006.83
1.121. 74
(11)
Cl2)
Cl3)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,892,665.68
141i.1:>8.1i7
1,747,537.11
337,467.63
1,410,069.48
If an assessment 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
16. Amount of Line 14 taxable at Lineal/Class A rate
NOTE:
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
DATE
07-13-2007
12-24-2007
RECEIPT
NUMBER
CD008408
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
9,472.82
.00
CIS)
.00
.00
735,134.21
674,935.27
X 00 =
X 045 =
X 12 =
X 15 =
Cl9)=
.00
.00
88,216.11
101,240.29
189,456.40
189,456.40
.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. (1.!
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Cl6)
Cl7)
Cl8)
AMOUNT PAID
180,000.00
16.42-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1470 EX (6-66)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
REVIEWED BY
Malone, Dorothy K.
Justin R. Gilmore
FILE NUMBER
ACN
2107-0413
101
ITEM
SCHEDULE NO.
H 3
EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
ROW
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