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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 03-10-2008
ESTATE OF FAZIO MARY E
DATE OF DEATH 09-18-2007
FILE NUMBER 21 07-1108
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-09-2008
( 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 FAZIO MARY E FILE NO. 21 07-1108 ACN 101 DATE 03-10-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128.0601
17
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IVO V OTTO I I I E~~:r~.-
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
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
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
REV-1547 EX AFP (06-05)
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
. DO
.00
.00
.00
650.00
3,466.32
121,501.80
(8)
125,618.12
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
CIO)
5,780.00
33.594.92
(11) _
CI2) ~
CI3) _
(14) _
39.374.9:;1
86,243.20
.00
86,243.20
Net Value of Estate Subject to Tax
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 !hh 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
X CREDITS:
PAYMENT
DATE
12-05-2007
RECEIPT
NUMBER
CD009047
ISCOUNT (+)
INTEREST/PEN PAID (-)
194.05
CI5)
CI6)
(17)
CI8)
.00 X
86,243.20 X
.00 X
.00 X
.00
3,880.94
.00
.00
3,880.94
DO
045 =
12
15
(19)=
AMOUNT PAID
3,686.89
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,880.94
.00
.00
.00 P
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. L/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.