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NOTICE OF INHERITANCE TAX � pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIUNS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 q� �'t n�+
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R����.�.fr�' �� '��F��.�..� DATE 03-25-2013
ESTATE OF CALLEN III MATTHEW
`,�F�� �a� �� �� � uQ DATE OF DEATH 05-01-2012
{ lit �U FILE NUMBER 21 12-0652
COUNTY CUMBERLAND
SHAUN OTOOLE ����� Q� ACN 101
220 PINE STQR�����• ��t��`�" APPEAL DATE: 05-24-2013
HAR R I S B U r�U M B E��P,p�,�7�,�lr PA (See reverse side under Objections)
�t t�t
Amount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T�:
REGISTER UF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT_ALONG_THIS_LINE_____ � __RETAIN_LOWER_PORTION_FOR_YOUR REC�RDS_ � ___________________
REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALLEN III MATTHEW FILE N�. :21 12-0652 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED C X� CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� 278,734.82 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C� t3� of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) •�0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 0,4 4 8.19
6. Jointly Owned Property CSchedule F) �6� .0 0
7. Transfers CSchedule G) ��� .0 0
8. Total Assets cs) 309,183.O 1
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 3 7,19 6.5 6
. 10. Debts/Mortgage Liabilities/Liens CSchedule I) (lp� 28.618.32
11. Total Deductions (11) 65,814.88
12. Net Value of Tax Return C12� 243,368.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �13� .0 0
14. Net Value of Estate Subject to Tax C14� 243,368.13
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate (16) �4�-;�R- �; X 045 = 1 0,951.56
17. Amount of Line 14 at sibling rate C17) -�0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19�- 10,951.56
- TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-24-2012 CDOlb299 547.58 14,000.00
TOTAL TAX PAYMENT 14,547.58
BALANCE OF TAX DUE 3,596.02CR
INTEREST AND PEN. .00
TOTAL DUE 3,596.02CR
* 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 FOR INSTRUCTIONS.
REV-1470 EX(01-10)� �
� pennsylvania lNHERITANCE TAX
' DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Matthew Callen III 2112-0652
REVIEWED BY ACN
Brett Walker 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
F Per your request schedule F was separately billed.
Row PaQe 1