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NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRA~~d~f~{Nl~y[y~l~E OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF ~~~1 ~ ~.~ 'iYi ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~y- ~- ~~ L'1
HARRISBURG PA 17128-0601 [ ~ ~c
Lui~.i{.;i1 ~~ ri~~y: ~,~JATE 06-05-2012
ESTATE OF BEAGLE HILDA J
r,,'^"~ ~1~ DATE OF DEATH 03-30-2011
~~~~~ti 1.i~~~T FILE NUMBER 21 11-0425
STEPHEN K PORTKO ESQ ~~~~~~ ~•.~ ACNNTY lO1BERLAND
101 S US ROUTE 15 APPEAL DATE: 08-04-2012
D I L L S B U R G P A 17 019 - 15 3 8 (See reverse side under Objections )
Amount Remittedr
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 RECORDS ~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
ESTATE OF: BEAGLE HILDA JFILE N0.:21 11-0425 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule A) {1) 2,011,007.00 NOTE: To ensure proper
2. Stocks and Bonds {Schedule B) {2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest {Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 54,4 79.10 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) {5) 1,419,8 37.31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) {7) 80,509.42
8. Total Assets {8) 3.565,832.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) {q) 4 0.88 7.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) {10) 1.605.41
11. Total Deductions {11) 42,493.12
12. Net Value of Tax Return C12) 3,523,339.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5 2,048.25
14. Net Value of Estate Subject to Tax C14) 3,471,291.46
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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) x.447.661 .46 X 045 = 155, 144.76
17. Amount of Line 14 at Sibling rate {17) .91.870.00 X 12 = 2,624.40
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 1 , 760.00 X 15 - 264.00
19. Principal Tax Due {19)= 158,033.16
TAX CREDITS:
~'^'^°^' Kt~tlri DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID {-)
06-28-2011 CD014638 7,263.16 138,000.00
12-30-2011 CD015406 .00 12,770.22
TOTAL TAX PAYMENT 158,033.38
BALANCE OF TAX DUE .22CR
INTEREST AND PEN. .00
TOTAL DUE .22CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.