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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806D1
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
r^' '~~~AQ'SE~1~:• ALLOWANCE OR DISALLOWANCE
OF~DEDUC~IONS AND ASSESSMENT OF TAX
Pennsylvania ,~
1
DEPARTMENT OF REVENUE ,
REV-1547 EX AFP (1T-10)
.~; DATE 11-14-2011
ESTATE OF ZUBA IRENE H
,--, --. ,, ~.,~ DATE OF DEATH 03-17-2010
FILE NUMBER 21 10-0340
~,, '. ,,' T COUNTY CUMBERLAND
CHARKLES E SHIEL~~~' -- ~`~~ ~. ~~~.- ACN 101
b CLOUSER RD APPEAL DATE: 01-13-2012
MECHANICSBURG PA 17055-9725 (See reverse ,side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECI)RDS H --------------
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZUBA IRENE HFILE N0.:21 10-0340 A,CN: 101 DATE: 11-14-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE 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)
I1) •00 NOTE: To ensure proper
I2) 47, 065.04 credit to your account,
.00 submit the upper portion
C3) of this form with your
I4) • 00 tax payment.
I5) 3,958.56
c6) 19,654.98
~7) 650,590.53
cs) 721 , 269.11
I9) 45, b29. 32
clo) 2,309.92
11. Total Deductions (11) 47,939.24
12. Net Value of Tax Return C12) 673,329.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 673,329.87
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) .00 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 673. 329 _ A7 x 045 = 30, 299 .84
17. Amount of Line 14 at Sibling rate (17) .(10 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .0 0
19. Principal Tax Due C19)= 30,299.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2010 CD012917 1,350.00 25,650.00
07-18-2011 CD01472b 58.93- :5,501.19
TOTAL TAX PAYMENT 30,442.26
BALANCE OF TAX DUE 142.42CR
INTEREST AND PEN. .00
TOTAL DUE 142.42CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU !,
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE: OF THIS FORM FOR INSTRUCTIONS. ~'
REV-1470 EX (01.10)
n
~ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po Box zaoso~
DECEDENT'S NAME FILE NUMBER
Irene H. Zuba 2110-0340
REVIEWED BY ACN
Destiny S.R. Brown 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E 5 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of
the suspended item is determined.
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