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NOTICE OF INHERITANCE TAX P
APPRA ~-~,, gk~;AE OR DISALLOWANCE DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1D)
T-I-bNS ~- ~ ~`~ SSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES ~
OF ,
INHERITANCE TAX DIVISION F { ~ - J
PO BOX 280601
HARRISBURG PA 1712s-o6o1 DATE 09-13-2011 J
- ~' ~ ~ S~.P ~ ~ ti"' 1~'~: ~ STATE OF SUMMERS LOIS
DATE OF DEATH 05-12-2010
CLARK CF FILE NUMBER 21 10-0531
COUNTY CUMBERLAND
ORPHA~J'S CG~URT 101
ACN
SHELLY J KUNKEL C~~~~`` ~~ ~"!~~ ^~ PA' APPEAL DATE: 11-12-2011
109 LOCUST ST (See reverse side under Objections)
HBG PA 17101
Awount Rewitted
MAKE REG STERA OFB WILLNS REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC_ THIS LINE_ __ ...~__RETAIN LOWER PORTION FOR_YOUR_RECO ALLOWANCE OR
REV-1547 EX AFP C12-lO~DISALLO OF INHERITANCE TAX APPRAISEMENT' CN: 101
WANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE: 09-13-2011
JFILE N0.:21 10-0531 A`
LOIS
ESTATE OF: SUMMERS
ACCEPTED AS FILED C ) CHANGED
TAX RETURN WAS: ~ X
ORIGINAL RETURN
~1) 73,850.00 NOTE: To ensure Proper
APPRAISED VALUE OF RETURN BASED ON: 122,497.51 credit to your account,
1. Real Estate (Schedule A) c2) .00 submit the upper portio
c3) of this form with Your
2. Stocks and Bonds (Schedule B) 300.00 tax payment.
3. Closely Held Stock/Partnership Interest (Schedule C) (4)
c5) 502,396.55
4. Mort9a9es/Notes Receivable cSchedule D) ,00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C6) ,00
6. Jointly Owned Property (Schedule F) C7)
C8) 699 044.06
7. Transfers (Schedule G)
g. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 173 074.67
E enses/Adm. Costs/Misc. Expenses cSchedule H) (LU) 1,257.14
9. Funeral xp
bts/Mort9a9e Liabilities/Liens (Schedule I)
(11) 174 , 281 .81
10. De 524,762.25
11. Total Deductions c12)
C13) ( 465.00
12. Net Value of Tax Return
nmental Be4uests; Non-elected 9113
Trusts cSchedule J
C14? 518,297.25
13. Charitable/Gover
Net Value of Estate Subject to Tax
14
15 and/or 16, 17, 18
and 19 wil
.
If an assesswent was issued previously, lines 14,
date
f ALL returns ass .
NOTE:
flect fi0ures that include the total
o
.00
re 00 X 00
ASSESSMENT OF TAX:
e 14 at Spousal rate
i c15) 00 X 045 =
C16) .00
n
15. Amount of L
f Line 14 taxable at Lineal/Class A rate
) _00 X 12 = ,00
16. Amount o
14 at Sibling rate C17
15 -
297 , 25 X -
518 77,744.59
,
17. Amount of Line
c19)=
t Collateral/Class B rate C1B)
77,744.59
lg. Amount of Line 14 taxable a
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+) AMOUNT PAID
PAYMENT RECEIPT INTEREST/PEN PAID C-)
DATE NUMBER 65, 000.00
CD013179 3,421.05 9,323.54
08-10-2010 .00
04-27-2011 CD014369
TOTAL TAX PAYMENT 77,744.59
BALANCE OF TAX DUE .00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-28-2011 56,58
INTEREST AND PEN.
56.58
TOTAL DUE
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE I
r IF PAID AFTER DATE INDICATED, SEE REVERSE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
FOR CALCULATION OF ADDITIONAL INTEREST.