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BUREAU OF INDIVIDUAL TAXES _ NOTICE OF INHERITANCE TAX
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~ Pennsylvania ~
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__ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 "~ OF'_, p~DUt:TIONS AND ASSESSMENT OF TAX
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~1C'. REV-1547 IX AFP (12-09)
HARRISBURG PA 17128-0601 `
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JAN L BROWN I.~VRVi'Jr~?~_.r='~''1 r;i~l ,`~R.
J L BROWN B ASSOC
845 SIR THOMAS CT 12
HBG PA 17109
DATE 01-04-2010
ESTATE OF MATTERN WILLIAM E
DATE OF DEATH 10-16-2008
FILE NUMBER 21 08-1074
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-05-2010
(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 E~
REV-15 47 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAJK
ESTATE OF: MATTERN WILLIAM EFILE N0.:21 08-1074 ACN: 101 DATE: 01-04-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 141,000.OQ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) ,OQ submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
•OQ of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,612.06
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 50,204.2
e. Total Assets t8) 195.816.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 7.396. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 8.976.99
11. Total Deductions C11) 16,373.49
12. Net Value of Tax Return C12) 179,442.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 179,442.86
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:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) __ 1 79 .449.86 X 045 = 8, 074.93
17. Amount of Line 14 at Sibling rate C17) _OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 8,074.93
TAX CREDITS:
^'^°^' Ktcalri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07 14 2009 CD011489 .00 8,074.93
TOTAL TAX PAYMENt 8,074.93
BALANCE OF TAX DUIE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE, n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. `~~/(\