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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
',NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMHNT,`ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~'.':.OF' b~bUtTidN'S AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
2099 NOV 13 AM 11: 24 DATE 11 -09-2009
ESTATE OF DONOVAN HELEN A
CLERA OF DATE OF DEATH 03-14-2007
ntORP~-AN` ~;}~T FILE NUMBER 21 07-0288
vtan ID FA. COUNTY CUMBERLAND
RICHARD C SNELBAKER
ACN 101
SNELBAKER & BRENNEMAN APPEAL DATE: 01-08-2010
PO BOX 318 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOG THIS LINE -----0, RETAIN LOWER PORTION _ FOR YOUR RECORDS
_
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DONOVAN HELEN A FILE NO. 21 07-0288 ACN 101 DATE 11-09-2009
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 115,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 25,741.88 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) (5) 2,955.40
6. Jointly Owned Property CSchedule F) (6) 11,119.89
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 154,817.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,391.71
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,612.34
11. Total Deductions (11) 21 . nn4. ng;
12. Net Value of Tax Return (12) 133,813.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 133,813.12
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) 133,813.12 X 045 = 6,021.59
17. Amount of Line 14 at Sibling rate C17) 00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 00 X 15 = .00
19. Principal Tax Due (19)= 6,021.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
06-13-2007 CDO08280 301.08 6,000.00
TOTAL TAX CREDIT 6,301.08
BALANCE OF TAX DUE 279.49CR
INTEREST AND PEN. .00
TOTAL DUE 279.49CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)