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NOTICE OF INHERITANCE TAX 117pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
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REV-1547 IX AFP (03-13)
10 sox HARRISBURG PA 17128-0601 RECORDED OFFICE of
REOISTER OF k'ILL} DATE 06-04-2013
ESTATE OF MASKALUNAS ALMA
AOD Fifly 31 f I DEATH
l- JU FILE NUMBER 21 12-0424
CLEnr\ o;: COUNTY CUMBERLAND
DRU SMITH nPPK�f�s CnLiPr ACN 101
203 BYRON AVE APPEAL DATE: 08-03-2013
HARRISBURG CU R71"D Co, PA (See renerseside under Objections)
Amount Remittedl
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 E—
REV-1547 EX AF CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MASKALUNAS ALMA FILE NO. :21 12-0424 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 165,000.00 NOTE: To ensure proper
2- Stocks and Bonds (Schedule B) (2) 153.44 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 124,743.49
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 341,944.85
8. Total Assets (0) 631 .841 .78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 60,397.25
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 8,797.82
11. Total Deductions {11) 69,195.07
12. Not Value of Tax Return (12) 562,646.71
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) 10 .000.00
14. Net Value of Estate SUbiect to Tax (14) 552,646.71
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nfl x 045 = .DO
17. Amount of Line 14 at sibling rate (17) . DO X 12 .00
10. Amount of Line 14 taxable at collateral rate (10) 552,646.71 X 15 = 82,897. 01
19. Principal Tax Due (147= 82,897.01
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (->
12-28-2012 C 016980 .00 80,000.00
INTEREST IS CHARGED THROUGH 06-19-2013 TOTAL TAX PAYMENT 80,000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,897.01
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 40.62
TOTAL DUE 2,937.63
IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1070 EX(01-�
1V
pennsylvania INHERITANCE TAX
i DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Alma Maskalunas 2112-0424
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The value of the real estate is increased from $141,360.00 to $165,000.00 as the result of
appraisal.
A 2 Real estate located outside Pennsylvania is not taxable for Pennsylvania Inheritance Tax
purposes.
H-B 1 Reduced to$14,495.00. Personal representative fees can only be claimed against probate
assets.
H-B-7 13-17 The deductions claimed for expenses related to property outside Pennsylvania have
page 2 been disallowed.
H-B-7 1-2 The deductions claimed for expenses related to property outside Pennsylvania have
page3 been disallowed.
ROW Paae 1