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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
r r~; ~~~_~, ~. 0 f~ ~~ ''INHERITANCE TAX Pennsylvania ~
AF~p'~A~'$~~IENT;y'~~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
{`l1F b~D~1CTIU~I SAND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
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tQR~Na~ ~'S UOURT
MARK E HALBRUNER ESQ
STE 100
1013 MUMMA RDI
LEMOYNE I! PA 17043
i
DATE 10-10-2011
ESTATE OF GUSTIN EVELYN F
DATE OF DEATH 08-15-2010
FILE NUMBER 21 10-0866
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-09-2011
(See reverse side under Objections)
A~ount Rea:itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ --)--RETAIN-LOMIER-PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (12$10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
!, DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: GUSTIN EVELYN FFILE N0.:21 10-0866 ACN: 101 DATE: 10-10-2011
APPRAISED VALUE OF
1. Real Estate CSc
2. Stocks and Bond
3. Closely Held St
4. Mortgages/Notes
5. Cash/Bank Depos
6. Jointly Owned P
7. Transfers (Sehe
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED
ETURN BASED ON: ORIGINAL RETURN
dule A)
(Schedule B)
k/Partnership Interest (Schedule C)
eceivable (Schedule D)
s/Misc. Personal Property (Schedule E)
~perty (Schedule F)
ile G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense /Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/Liens (Schedule I)
(1) •00 NOTE: To ensure proper
(2) .00 credit to your account,
0 0 submit the upper portion
(3) . of this form with your
(4) • 00 tax payment.
c5) 26, 047.11
c6) .00
~7) 156,924.75
cs) 182,971.86
~q) 12,964.01
clo) 388.57
11. Total Deduction C11) 13,352.58
12. Net Value of Ta Return (12) 169,619.28
13. Charitable/cove nmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Es ate Subject to Tax C14) 169,619.28
NOTE: If an assesiseent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fig ~Ires that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: i
15. Amount of Line ~ 4 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 4 taxable at Lineal/Class A rate C16) 169.619.78 x 045 = 7,632.88
17. Amount of Line 4 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 4 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax D e (19)= 7,632.88
TAX CREDITS:
AMOUNT PAID
P DATE T I NUMBER ( INTEREST/PEN PAID C-)
10-25-2010 CD 13545 381.64 ~ 7,700.00
^ IF PAID AFTER DATE INII~ICATED, SEE REVERSE
FOR CALCULATION OF AD ITIONAL INTEREST.
TOTAL TAX PAYMENT 8,081.64
BALANCE OF TAX DUE 448.76CR
INTEREST AND PEN. .00
TOTAL DUE 448.76CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (A+-70)
~~~ ~~ : pennsylv~nia
DEPARTMENT OF REV!,ENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Evelyn F. Gustin
REVIEWED BY
W Lvor~s
INHERITANCE TAX
EXPLANATION
OF CHANGES
21100866
101
ITEM ~ EXPLANATION OF CHANGES
SCHEDULE NO,
G The rel nquishment of the decedent's interest in the trust within a year of death is subject
to tax, ess a $3,000 exclusion.
Paae 1