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' n RITANCE TAX Pennsylvania :F`•. ~'
APPR~~` `~~~~,"'~ L"~~W~ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ,, rir;
INHERITANCE TAX DIVISION OF ~D tTtI'+O~VS7i ASSESSMENT OF TAX REV-1547 IX AFP (12-1ll
PO BOX 280601
HARRISBURG PA 17128-0601
+.`
"" ~'`~ ~ ~- ~~~ 4_L'DATE 03-19-2012
ESTATE OF MASSEY HAZEL M
CL~~f' nr
~.~f- DATE OF DEATH 06-30-2010
l~~~~ ~~.~~•,r`~i ~,!~~.;4<T FILE NUMBER 21 10-0679
ROGER B IRWIN ESQ f', COUNTY CUMBERLAND
ACN 101
60 W POMFRET ST APPEAL DATE: 05-18-2012
CARL I SL E PA 17013 - 3243 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MASSEY HAZEL MFILE N0.:21 10-0679 ACN: 101 DATE: 03-19-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 20, 000.00
c2) 1 , 770.78
c3) .00
I4) .00
~5) 11 , 693.55
c6) .00
cn .00
NOTE: To ensure proper
credit to your account,
submit the upper pOrtiOn
of this form with your
tax payment.
cs) 33.464.33
(9) 19,0 7.
clo) 9.221.69
11. Total Deductions
cll)
28,258.94
12. Net Value of Tax Return X12) 5,205.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 5,205.39
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 C16) S. Dr•+. 9 X 045 = 234.24
17. Amount of Line 14 at Sibling rate C17) _f10 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due c19)= 234.24
TAX CREDITS:
~"'^°^' ect~tiri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-30-2011 CD015023 .00 234.24
03-12-2012 SBADJUST .00 3.53
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 234.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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