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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
"
03-31-2008
VALK
03-13-2007
21 07-0259
CUMBERLAND
101
APPEAL DATE: 05-30-2008
( See reverse side under Objections)
Amount Remittedl
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
SUSAN J HARTMAN
DUNCAN S. HARTMAN
1 IRVINE ROW
CARLISLE PA 17013
REV-15';7 EX AFP (06-05)
HELEN
A
~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_E~~-y~~~-~~~~~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VALK HELEN A FILE NO. 21 07-0259 ACN 101 DATE 03-31-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
If an assessment 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 rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Siblin9 rate
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
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. Mort9ages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
235,789.21
321,475.58
. 00
. 00
55,794.97
.00
.00
8 .
Total Assets
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
60,493.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mort9age Liabilities/Liens (Schedule I) ClO) 52,520.32
11. Total Deductions (11)
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE:
(15)
(16)
Cl7)
.00 X 00 =
489,045.75 X 045 _
5,000.00 X 12 =
1,000.00 X 15 -
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
06-08-2007
Cl9)-
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,137.85
RECEIPT
NUMBER
CD008269
AMOUNT PAID
25,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
613,059.76
113.014.01
500,045.75
5,000.00
495,045.75
.00
22,007.06
600.00
150.00
22,757.06
26,137.85
3,380.79CR
.00
3,380.79CR
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. L1\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUEl
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) II
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2107 -0259
101
Helen A. Valk
Anita McCully
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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