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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
N.oncE OF INHERITANCE TAX
APPRAIS'EMENT, ALLOWANCE OR DI SALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*
DATE 03-03-2008
ESTATE OF HELFER ANNA M
DATE OF DEATH 08-31-2007
FILE NUMBER 21 07-0867
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05- 02-2008
( See reverse side under Objections)
Amount Remittedl ~
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 HELFER ANNA M FILE NO. 21 07-0867 ACN 101 DATE 03-03-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
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DAVID J LENOX
WILEY GROUP
130 W CHURCH ST
DILLSBURG
PA 17019
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REV-1547 EX AFP (06-05)
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)
S. 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. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Akh returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
Net Value of Estate Subject to Tax
NOTE:
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
11-28-2007
RECEIPT
NUMBER
CD009026
DISCOUNT (+)
INTEREST/PEN PAID (-)
334.32
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
150,146.36
8,160.87
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
158,307.23
(9)
(10)
8,487.73
1,232.53
(11)
(12)
(13)
(14)
9.7?D.?6
148,586.97
.00
148,586.97
(1S)
(16)
(17)
.00 X
148,586.97 X
.00 X
.00 X
.00
6,686.41
.00
.00
6,686.41
(18)
00 =
045 =
12 =
15 =
(19) =
AMOUNT PAID
6,352.09
TOTAL TAX CREDIT 6,686.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( 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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.