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BUREAU OF INDIVIDUA~ JAXESk
INHERITANCE TAX OIYI!{IC>>I:', ':\- '::')
PO BOX 280601"'. .
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP (06-05)
r. 11,',0
. I,' :;
DATE 12-05-2005
ESTATE OF MARTZ MIRIAM M
DATE OF DEATH 01-16-2005
FILE NUMBER 21 05-0082
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-03-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
S
LINDA LUKDBERG
PNC ADVISORS
PO BOX 308
CAMP HILL
PA 17001
REGISTER OF WILL
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Y!_~~9~~_!~!~_~!~~______~___~~!~!~_~9~~~_~9~!!9~_~9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTZ MIRIAM M FILE NO. 21 05-0082 ACN 101 DATE 12-05-2005
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) ll) 225,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subnit the upper portion
of this forn with your
4. Mortgages/Notes Receivable (Schedule D) (4) 26,745.54 tax paynent.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29.591.55
6. Jointly Owned Property (Schedule F) (6) 10.007.15
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 291, 344.24
APPROVED DEDUCTIONS AND EXEMPTIONS: 41, 041. 89
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) llO) 2.180.15
11. Total Deductions (11) 43.222 04
12. Net Value of Tax Return ll2) 248,122.20
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) ll3) .00
14. Net Value of Estate Subject to Tax ll4) 248,122.20
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate ll5) .00 X 00 = .00
16. Anount of Line 14 taxable at Lineal/Class A rate ll6) 248,122.20 X 045 = 11,165.50
17. Anount of Line 14 at Sibling rate ll7) .00 X 12 = .00
18. Anount of Line 14 taxable at Collateral/Class B rate ll8) .00 X 15 = .00
19. Principal Tax Due ll9)= 11,165.50
TAX CREDITS:
. ~.. ._n. I'lC"'C~1"1 l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-15-2005 ....... CD005207 476.32 9,050.00
10-07-2005 -........ CD005871 .00 1,639.18
TOTAL TAX CREDIT 11,165.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. RK
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.)