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Home My WebLink About98-04141505610105 REV-1500 EX(oau)(FI) J,j PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes oEO.A,.E..o.INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 2 1 9 8 0 4 1 4 Harrisbur , PA 1'7128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death. MMDDYYYY Date of Birth MMDDYYYY 188-32-5169 05/06/1998 06/03/1908 Decedent's Last Name Suffix Decedent's First Name Millar MI J. Louise (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return OD 2. Supplemental Return O 3. Remainder Return (Date of Death P' O 4. Limited Estate O 4a. Future Interest Compromise (date of nor to 12-13-82) O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust (Attach Copy of Will) 8, Total Number of Safe Deposit Boxes (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death B O 11. Election to Tax under Sec 9113(A) etween 12-31-91 and 1-1-95) . (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECT Name ED T0: Daytime Telephone Number MacGregor J Brillhart Esq (717) 846-9800 .. 4..7 -'. REGISTER OF"~rY USE ON "_ -r7 t - : First Line of Address ~ ~ ; , ,,_ r-..-- , _ _~ Susq Comm Ctr E ;, ~,a _ ~ ; ~ ....,~ ; = ;,' ~ Second Line of Address -' ~7 - -, -~ t .- . ~ ' - . - - 221 W Phila St Ste600 . . -~, C ~ -, ,,.. -: _ _ - ~ c ,~ .. ; City or Post Office State ZIP Code .[ DATE FILED ~ ~ ~ _ ~ ~ `-~ --r-t York PA 17401 Correspondent's a-mail address: M_brlllhart@StOCkandleader.COm ' Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than [he personal representative is based on all i f SIGN RE OF ERSON RESPONSIB OR FILING RETURN n ormation of which preparer has any knowledge. '~c•-c_-i/ ADD ~ ~ 1 ` ATE I C~ ~~ ~- SS f c/o 221 W Phila St,Ste E600,York, PA 17401-2994 SIGNATURE OF P P R OTHER A TIVE ADDRESS DATE 221 W Phila St,Ste E600,York,PA 17401-2994 PLEASE USE ORIGINAL FORM ONLY 150561D105 Side 1 1505610105 ~~ U 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Millar, J. Louise 188-32-5169 :Names' RECAPITULATION 1. Real Estate (Schedule A) ............................................ . 1. 2. Stocks and Bonds (Schedule B) ...................................... . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. 4. Mortgages and Notes Receivable (Schedule D) .......................... . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)...... . 5. 10,138.22 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... . 6. 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property . (Schedule G) O Separate Billing Requested...... .. 7. 8. . Total Gross Assets (total Lines 1 through 7) ............... . 8. 10,138.22 9. Funeral Expenses and Administrative Costs (Schedule H) ............. . 9. 2,283.00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) ............. .. 10. 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 2,283.00 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 7,855.22 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which . an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 7,855.22 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. (a)(1.2) X .0_ 16. Amount of Line 14 taxable 16. at lineal rate X .0 _ 17. Amount of Line 14 taxable 17. at sibling rate X .12 18. Amount of Line 14 taxable 7 $55 22 1s 1,17$.2$ at collateral rate X .15 .. 19. 1,178.28 19 . TAX DUE ...................................................... . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 1505610205 1505610205 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Millar, J. Louise STREET ADDRESS 1700 Market Street CITY ~ STATE j ZIP Camp Hill PA ~ 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 1,178.28 2. Credits/Payments A. Prior Payments _____ _ 0.00 B. Discount 0.00 Total Credits (A + B) (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,178.28 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred .................................................................................... ..... ^ b. retain the right to designate who shall use the property transferred or its income ...................................... ...... ^ c. retain a reversionary interest ........................................................................................................................ ...... ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................................. ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2}]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-i5o8 EX+ (u-io) ji Pennsylvania SCHEDULE E oEPnRTwENT or REVENUE CASH, BANK DEPOSITS & MISC. `""ERITnNCE T"X RETUR" PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Millar, J. Louise 21-98-0414 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size. REU-1511 EX+ (10-09) ;il Pennsylvania DEPARTMENT OE REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Millar, J. Louise 21-98-0414 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: _ State ZIP Z. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: ~ Stock and Leader, costs advanced PNC Bank, collection fee ZIP 1,739.00 44.00 500.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 2,283.00 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE ~ D EPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: Millar, J. Louise FILE NUMBER: NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT 21-98-0414 AMOUNT OR SHARE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Do Not List Trustee(s) OF ESTATE Sec. 9116 (a) (1.2).) 1 • Jane A. Erdman Fredd Estate Niece 1309.20 c/o Thomas B. Ferry, Esquire and Executor 299 East Main Street, Newark, DE 19711 2. Doris A. Boyan Niece 1309.20 421 Sussex Avenue, Spring Lake, NJ 07762 3. Alice M. Guyer (deceased) Niece 1309.20 c/o William Donavan Guyer, Surviving Spouse 104 Richard Court, Rincon, GA 31326 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET If more space is needed, use additional sheets of paper of the same size. ~ REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT CCTATG nr. _ Millar, J. Louise FILE NUMBER: NUMBER 21-98-0414 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under ~o Not List Trustee(s) OF ESTATE Sec. 9116 (a) (1,2).] 1. 4. Jacqueline L. Diehl (deceased) Niece c/o Stephen H. Diehl, Surviving Intestate Heir 1117 Apple Drive, Mechanicsburg, PA 17055 c/o Michael S. Diehl, Surviving Intestate Heir 411 Stock Street, Hanover, PA 17331 5~ Jo Suzanne Deeds Niece 209 Carmella Drive, Mechanicsburg, PA 17050 6. Ronald Given Nephew 50 Davis Street, Danielson, CT 06239 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. 654.61 654.61 1309.20 1309.20 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET If more space is needed, use additional sheets of paper of the same size. ~ .± `~7 ' ~ ` • ., ~ ~ 4 ~ ~ r ~ , ~~ ~ ~~ r is ii rY ~~ i~tf a! ~ V~~ ~-~/ ~~ `,' `, ` ~`; ' ~ a~ ~VV __ III// __ ^ ,- ~~ _~ ~ ~ tx. ~i c`~.J z a S 3 r F Q V1~ ~~~~: ~~i:: .`.~ rl N ~ ~O +~+ ~ ~". ,~ ~ O pp ~ O ~ ~ ~""' i-~ M N .-~-i O w ~ ~ U ~ ~ .--. ~ oa ~~ ~¢ ~~~ ~ ~ ~ ~ U ~ Q ~ U Y o. 3 rv 0 s a s v Q z z 8 s COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STOCK AND LEADER PC _221 W PHILADELPHIA STREET YORK, PA 17401 --"---` fole ESTATE INFORMATION: SSN: t88-3z-5169 FILE NUMBER: 2198-0414 DECEDENT NAME: MILLAR J LOUISE DATE OF PAYMENT: 03/30/2012 POSTMARK DATE: 03/29/2012 COUNTY: CUMBERLAND DATE OF DEATH: 05/06/ 1 998 REMARKS: RECEIPT TO ATTY SEAL CHECK# 26004 REV-1162 EX111-96) NO. CD 015770 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 51,178.28 TOTAL AMOUNT PAID: 51,178.28 INITIALS: WZ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS r ~~~ ~ 'r'LyLJr+l\ ATTOi~N~YYe AT LwW $TO(7: AND LaeDee LLP Jaw J. Srmaa Wawa G Gaauxt4 JR Mcxe~. W. Kwc 1h~anrr P. Rvni Waw-r T. Hesr 1}~oeuv M Sxars Rowan L. Hsosta~c Java x. saner WAL7aR A. Ta.~ lII 9~avw M, tiovs Jarr ANDneox L~canY Ptmv H. SeAae Neo. A S>~ Devm A Jones, II Jug 8 Qneurnam' Ac®cuvorw G CNSAavrrn~n •,,rww~meutruxo $114'QUBtiANNACAMMeRCB CBN18R $A.4'r 221 W. PHrt.nDatrtnw STR9aT-Barra 600 Yoax, ParwsvcVAMA 17401-2994 Pxowa (717) 846-9800 Pnx(717)843-6134 wnw.stocknndleader.com Mazch 28, 2012 Direct Dial: (717) 8~6-9800 Cumberland County Register of Wills Attn: Chris 1 Courthouse Squaze, Room 102 Cazlisle, PA 17013 971DCK AND LaADaR, A PY01@9 W A7. CoararaTOa+ Harmr B. Lain J. Ross IrkC~ Rev~wND L. Hov~s BvaoN H. LaCe~ D. A®ANOmsoN W. Bauer Wntsw® Stanaa+ S Rusemt CaNC W. Bay HROOIAI & D. Sur RAaaa. a Ct~wcr PenWCx J. Pu*~n J~ C. Baxarr MACGaaoox J• GMafx D. P.+fowcA GaBCOar W BAat, II McCts~w Smac (1881-1962) Bws¢, A (1910-1988) RE: ESTATE OF J. LOUISE MILLAR, A/K/A JESSIE LOUISE MILLAR FILE NO. 21-98-0414 Deaz Chris: Pursuant to our telephone conversation, enclosed please fmd the inheritance tax check for the above-mentioned estate. My office filed the inheritance tax return on Mazch 27, 2012 but our tax check was inadvertently made payable to "Bradley C. Jacobs, Agent". Please forward the official receipt of inheritance tax paid, to my office in the envelope provided. Thank you for your assistance. Should you have any questions, please do not hesitate to contact me. Very truly yours, STOCK AND LEADER Jenn . Hol es, Legal Assistant JLH Enclosure ~~ ~. fV ~ rn m ~ ~~~ `= ~ ~ : ~~ u'i c7 'fit ~ .-- ~ "ri ~~ ~ ~~~ r`., O `n "~1 N _ ,,,. ~{+~r,Fr~r,.., ,- a ,~ QN W ...~~ I~~N^~ ~~~d lis ~2~I~r~~R 30 f'r~ t~ CJo ~~ t ~ ~ m ~ ~~t\ 'Jf -} _~ N RFHRN'S ra Rr, s :~ N ~t~ERr.1~1~ CO , P14 o3inun o o ~ .~ 3 0 0 x {. ~ fr1 Q. O ~ ~ ~ pp N ei ~ O a+ ~U~ N ~~~~ Ud-~U N S ~ b ~ ~ y W N U ~ ~ m ~ s ~ V] ti o s M < S ,, z ~~ ~ 3 $~ ~ r .,..~ t:~F ~ ~i f..t t ~~ Lv? t {~~ .,.., i:~ .,., BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 1]128-0601 ~~~^n` '~!#IyWF~IfI~~NCE TAX FiL~ai.(S~I1~'M~'Nr OF ACCOUNT ~, cC~ ~u~. L ."li .. ~I[ PHILIP H SPARE ESQ CUMB~(i,A,~,~~ CU, fR SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 17055 pennsylvania ~ DEPARTMENT OF REVEN UE REV-1607 EX AFP (12-11) DATE f15-21-2012 ESTATE OF MILLAR J L DATE OF DEATH f15-06-1998 FILE NUMBER 21 98-0414 COUNTY I:U MBERLAND -~ ACN ].O1 Am~ou nt Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF' WILLS 1 COURTHOUSE SQUARE CARLISLE F'A 17013 NOTE: To ensure proper cretlit to your account, submit the u peer portion of this form wikh your tax payment. C UT_ ALON6 THIS LINE ~_ _ RETAIN LOWER PORTION FOR YOUR R_ECiO_RD_S_ _ _ F_ REV-1607 EX AFP C12-11) *~^ INHERITANCE TAX STATEMENT OF AC COUNT ~~^ ESTATE OF:MILLAR J L FILE N0.: 21 98-0414 ACN: 101 DATE: 05-21-2012 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-25-1999 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 08-06-1998 AA296513 1,736.84 33,000.00 11-25-1998 AA324335 .00 1,530.65 02-09-1999 AA324595 .47- 614.72 03-29-2012 CD015770 .00 1,178.28 0.65 TOTAL TAX PAYMENT ~ 38,260.02 BALANCE OF 1"AX DUET 1,179.37CR INTEREST AND PEN. ~ .00 TOTAL DUE 1,179.37CR * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE DF TNIS FORM FOR INSTRUCTIONS. Nq r~~"((~~((~~ N INHERITANCE TAX pennsylvania 1RFP`~kENiLLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION RE d tIJD' CN16 S AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11) PO BOX 280601 HARRISBURG PA 17128-0601 AUG 2 G 13 FN 22 DATE 08-06-2012 ESTATE OF MILLAR J L DATE OF DEATH 05-06-1998 ~yOiiF'~i1V~t+avu`t FILE NUMBER 21 98-0414 CUMBERLAND CO., PA COUNTY CUMBERLAND MACGREGOR J BRILLHART ESQ ACN 101 SUSQ COMM CTR E STE 60 APPEAL DATE: 10-05-2012 221 W PHILADELPHIA ST (See reverse side under Objections) YORK PA 17401 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT-ALONG-THIS-LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MILLAR J LFILE NO.:21 98-0414 ACN: 101 DATE: 08-06-2012 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 1. Real Estate (Schedule A) (1) .00NOTE: To ensure 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) 00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10,138.22 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 10,138.22 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.283.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 2,283.00 12. Net Value of Tax Return (12) 7,855.22 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 255, 059.53 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 (15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) nn x 06 = .00 17. Amount of Line 14 at Sibling rate (17) 00 X 00 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 255,059.53 X 15 = 38,258.93 19. Principal Tax Due (19)= 38,258.93 TAX CREDITS: PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID AMOUNT PAID SUMMARY 0 ALL 06 PAYMENTS 07-30-2012 1,736.84 .00 2.30- 37,441.67 TOTAL TAX PAYMENT 38,258.93 BALANCE OF TAX DUE .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 DU FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1470 EX (01.10) s - • pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 PA 1 7128-0601 DECEDENT'S NAME FILE NUMBER Louise Millar 2198-0414 REVIEWED BY ACN Tracell Collins-Smith 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES Interest is abated in the amount of $916.37 from the delinquent date 02-06-1999 to 02-17- 2012, the date of receipt of the proceeds of litigation. ROW Page 1