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BUREAU OF INDIVIDUAL TAXES ~~, ,NOTICE OF INHERITANCE TAX enns
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INHERITANCE TAX DIVISION
PO BOX 280601
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NCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
OF.' DEDUCTIp~ItS AND ASSESSMENT
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HARRISBURG PA 17128-0601 SAX
OF
--- U REV-1547 EX AFP (12-11)
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DATE
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~' ( G 01-10-2012
_ ESTATE OF HALE
JUDITH E
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ATE OF DEATH 05-13-2011
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` '~ ~'~~ ~~ FILE NUMBER 21 11 -0654
JOEL R ZULLINGER ;i ~~~ COUNTY CUMBERLAND
STE 200 ACN 101
14 N MAIN ST APPEAL DATE: 03-10-2012
'
C HA M B E R S B U R G (S
ee reversc> side under Objections
PA 17201-1814
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
CUT-ALONG THIS LINE
- - -----
REV-1547 EX AFP C12-11) ~ --R_ETA_IN-LOWER PORTION FOR YOUR RECORDS ~
----
NOTICE
----
D --------------
OF INHERITANCE TAX APPRAISE
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______
---
MENT, ALLOWANCE OR
ISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF
ESTATE OF: HALE
TAX
JUDITH EFILE N0.:21 11-0654 eru. ,,,,
TAX RETURN WAS: C X) ACCEPTED AS FILED
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)
~ ) CHANGED
"'1 uw~t: D1-10-2012
C1) 360, 000.00 NOTE: To ensure proper
c2) 62, 975.04 credit to
Your account,
(3) 00 submit the upper portion
C4) •00 of this form with your
tax payment.
c5) 85, 006.76
c6) 596,206.48
c7) 135, 179.19
~$) 139,367 47
[9)- ~8 ?7~ 04
(10)
11 . Total Deductions 46 885 • 68
12• Net Value of Tax Return C11) 75, 158
72
13.
1 Charitable/Governmental Bequests; Non-elected 9113 T C12) ,
1,164,208.75
4. Net Value of Estate Subject to Tax rusts (Schedule J)
C13) 00
NOTE: If an assessment was issued previousl C14) .
1L164,208 75
ASSESS reflect figures that include the tot 1~of
MEN 1A s
~
7 and 19 will
T OF TAX: LL returns as
essed
to
d to
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A
t C15) '00 X 00 =
00
17. ra
e
Amount of Line 14 at Sibling rate t16) ~~ X 045 = •
18.
1
Amount of Line 14 taxable at Collateral/Clas
B
1'16L ?08 ~~ X 12 = .00
139,705.05
9. s
rate
Principal Tax Due C18) .00 X 15 =
TAX CRE
DITS: .00
PAYME
NT c19)= 139,
705.05
RErFraT
DATE uascUUNT (+)
NUMBER INTEREST/PEN PAID C-)
-12-2011 CD014852
6,985.25
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
2,
TOTAL TAX PAYMENT
BALANCE OF T,AX DUE 139,705.05
.00
INTEREST AND PEN.
.00
TOTAL DUE .00
AFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS.