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' NAT •Csf; QF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES ,~'R1,~S'E41~~~`, •~-LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INNERITANCE TAX DIYISION ',i rOF DE~ItCT.iONS AND ASSESSMEN'~ OF TAX REV-1547 IX AFP (12-09)
PO BOX 280601 "`.'~ -' '~ ` - '
HARRISBURG PA 17128-0601
2~~0,~~ --$ pM '~ ! 1 DATE 01-04-2010
ESTATE OF MELLON RUTH A
cLER't~~^-'r DATE OF DEATH 08-14-2008
C, CURT FILE NUMBER 21 08-0908
QR~H~ ~ '• ^ '~'~! PA. COUNTY CUMBERLAND
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HARRY M BATURIN ESQ CU"~=~ ACN 101
BATRIN B BATURIN APPEAL DATE: 03-05-2010
2604 N 2ND ST (See reverse side under Objections)
HBG PA 17110 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 ~
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MELLON RUTH AFILE N0.:21 08-0908 ACN: 101 DATE: 01-04-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( )() CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (y) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 137,554.57
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 137.554.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 32.621.58
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.275.37
11. Total Deductions C11) 35,896.95
12. Net Value of Tax Return (12) 101,657.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 101,657.62
NOTE: If an assessment was issued previously,
reflect figures that include the total
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 Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
06-02-2009 (0011307 .00
07-23-2009 (0011521 .00
INTEREST IS CHARGED THROUGH 01-19-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
C15) . 00 X
C16) ) 0 .) 6~+. 76 X
C17) 50.828.81 X
(1B) 40,663.04 X
AMOUNT PAID
00 .00
045 = 457.46
12 = 6,099.46
15 6,099.46
(19)= 12,656.38
,, . ,, ,.
5,500.00
TOTAL TAX PAYMENT 11,710.00
BALANCE OF TAX DUE 946.38
INTEREST AND PEN. 100.83
TOTAL DUE 1,047.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Mellon, Ruth A. 2108-0908
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
H S The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
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