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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'-', APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
, , OF DEDUCTIONS AND ASSESSHENT OF TAX
12-05-2005
MCDONEL
01-02-2005
21 05-0065
CUMBERLAND
101
APPEAL DATE: 02-03-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUSSEL L FILE NO. 21 05-0065 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL:?t.~~~;'::-ri
INHERITANCE TAX DIVISION . - ,- ~
PO BOX 280601
HARRISBURG PA 17128-0601
_. f)
r',. ".9
: U'
DAVID H STONE
STONE HAL
414 BRIDGE ST
NEW CUMBERLAND
ESQ
PA 17070
ESTATE OF
MCDONEL
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
61.680.31
5.62
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
3,470.93
REV-1547 EX AFP (06-05)
RUSSEL
L
1.097.25
(11)
(12)
(13)
(14)
DATE 12-05-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
61,685.93
4.568 18
57,117.75
.00
57,117.75
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
DATE
+
INTEREST/PEN PAID (-)
NUHBER
57,117.75 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
(19)= .00
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
RK.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.