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~ NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDUAL Td~t,,~~~_~~~~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~--~~~gLL~w ~ ¢,i~- jI~EEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~-,~~ V ~ ,,.~, ..,~ i s +!..~..':
HARRISBURG PA 17128-0601
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ROGER B IRW~~~~~_r'~1 CEO.. ~=
60 W POMFRET ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-09)
DATE 09-14-2010
ESTATE OF WITMER HELEN M
DATE OF DEATH 02-04-2010
FILE NUMBER 21 10-0243
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-13-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-1 RETAIN LOWER PORTION FOR YOUR RECORDS E~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WITMER HELEN MFILE N0.:21 10-0243 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 170, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 132, 701.17
6. Jointly Owned Property (Schedule F) (6) 30, 012.14
7. Transfers (Schedule G) C7) 63, 140.63
8. Total Assets c8) 395,853.94
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 3,6 7 3.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,3 68.21
11. Total Deductions C11) 26, 041.38
12. Net Value of Tax Return C12) 369,812.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 3b9,812.56
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:
C15) . 00 x
C16) 3 64 .8] 2. S6 X
c17) _ an x
C18) . 00 x
00 = .00
045 = 16,b41.57
12 = .00
15 = .00
C19)= 16, 641 .57
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-15-2010 CD012457 23.68 450.00
07-14-2010 CD013056 .00 16,641.71
TOTAL TAX PAYMENT 17,115.39
BALANCE OF TAX DUE 473.82CR
INTEREST AND PEN. .00
TOTAL DUE 473.82CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10) .~
~ ~~~ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 2806x'1
DECEDENTS NAME FILE NUMBER
Helen M. Witmer 2110-0243
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
A The value of the real estate is increased from $160,000.00 to $170,000.00 as the result of
an appraisal dated 02/03/2010.
F I 2
The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 04/19/2010 under ACN 10112495.
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