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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601 - -
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
__ _ NOTICE OF INHERITANCE TAX
APPIRA~SEMENT, ALLOWANCE OR DISALLOWANCE
- OF DEDUCTIONS AND ASSESSMENT OF TAX
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STE 101
19 S HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 08-10-2009
ESTATE OF OBRIEN LILLIAN C
DATE OF DEATH 01-20-2007
FILE NUMBER 21 07-0101
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-09-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _--) __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ ~ ___________________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ccrerc nF OBRIEN LILLIAN C FILE N0. 21 07-0101 ACN 101 DATE 08-10-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1 Real Estate (Schedule A) C1) .00 NOTE: To insure proper
. 00 credit to your account,
2. Stocks and Bonds (Schedule B) (2) . submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
.DO
8. Total Assets (g)
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
.00
12. Net Value of Tax Return
(lz)
.00
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
. 13, 606.75
14. Net Value of Estate Subject to Tax
(14)
NOTE: 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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) .
=
X
13, 606.75 X 045 = 612.30
16 Amount of Line 14 taxable at Lineal/Class A rate C16)
.
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18 Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
. (19)= 612.30
19. Principal Tax Due
IAA I.RCLl IJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-16-2008 CD009186 11.54- 680.13
04-14-2008 REFUND .00 56.29-
03-03-2009 CD010965 .00 179.59
TOTAL TAX CREDIT 791.89
BALANCE OF TAX DUE 179.59CR
INTEREST AND PEN. .00
TOTAL DUE 179.59CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) l
REV-1470 EX (688)
• ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
O'Brien, Lillian C.
Justin R. Gilmore
NUMBER
2107-0101
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
Forwarded to Post Assessment Review Unit in reference to the reduction to schedule H.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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