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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SARA C KUGLER
453 STATE ST
ENOLA
_.-,,.,....,H.OTICE OF INHERITANCE TAX
API~RA~tS.~MENT:, AL~LiOWANCE OR DISALLOWANCE
,fi}F DE-DUCTI.QMS WAND ASSESSMENT OF TAX
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR~
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUGLER J WESLEY FILE N0.:21 08-0984 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
($) 4b2, 115.83
(9) .00
(10) . 00
11. Total Deductions (11) .0 0
4b2, 115.83
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 462, 115.83
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 462, 115.83 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) _ OD_ X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
Tex rQCnTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
cl) .00
c2) .00
c3) .00
(4) .00
(5) 4b2, 115.83
(6) .00
(7) .00
~~~~0 ~~"~ 29 ~'_~ 2~ 51
DATE 11-15-2010
ESTATE OF KUGLER J WESLEY
~~'t.1~ r~~
~ DATE OF DEATH 07-09-2008
i
~qp} ~~! ~' r>i !~T FILE NUMBER 21 08-0984
^~ II~. ~{ ~ ~ ~-, =, COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
(See reverse side under Objections )
PA 17 0 2 5 -
~
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .OD
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
.~
F;EV-1470 EX (01-10)
f •
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~ ~?E?C111$~/~Val~lla fNHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
H R I PA 171 8-0601
DECEDENT'S NAME FILE NUMBER
J. W. Kulger 2108-0984
FZEVIEWED BY ACN
Brett Walker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Assets passing from the decedent to the surviving spouse are reportable and taxable at
the zero tax rate.
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