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INHERITANCE TAX OIV IS ION _ ("`~'-~~ '^.. Q~ ~ DUCTION$ AND ASSESSMENT OF TAX
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PO BOX 280601
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~ - REV-1547 IX AFP (12 -l lJ
HARRISBURG PA 17128-0601
~~'2AllG24 A'911~34 DATE 08-20-2012
ESTATE OF TRUXAL EMOGENE W
- DATE OF DEATH 01-05-2011
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~~~~S L~JL)f5r FILE NUMBER 21 11-0095
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STE C100 APPEAL DATE: LO-19-2012
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER POR TION FOR YOUR RECORDS l--~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: TRUXAL EMOGENE WFILE N0 .:21 11-0095 ACN: 101 DATE: 08-20-2012
TAX RETURN WAS: (X7 ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ()) 189,500.00 NOTE: To ensure proper
2. Stocks and Bon tls (Schedule B) (27 926,499.31 credit to your account,
3. Closely Neld Stock/Partnership Interest (Schedule C7 (37 .00 submit the upper portion
4. Mortgages/NOies Receivable (Schedule D) of this form with your
00
I4)
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (SChetl ule E) (5) 313,833.42
6. Jointly Ownetl Property (Schedule F) (67 .00
7. Transfers (SChetlule G7 (7) 165,050.07
s. Total Assets (87 1.594.882.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (9) 79.511.41
10. Debts/MOrt9age Liabilities/Liens (Schedule I) (10) 1.268.51
11. Total Deductions (117 80,779 92
12. Net Value of Tax Return (127 1,514,102.88
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (SChetlule J7 (137 1.426.602.8$
14. Net Value of Estate Subject to Tax (14) 87.500.00
NOTE: If an assessment was issued previously, lines 14, 15 antl/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) .nn x 045 = .00
17. Amount of LSne 14 at Sibling rate (17) )o.nnn-nn X 12 = 1,200.00
18. Amount of Lin¢ 14 taxable at Cgllateral/Class B rake (187 77,50Q.00 X 15 - 11,625.00
19. Principal Tax Due (19)= 12,825.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-24-2011 CD014205 641.25 12,183.75
04-02-2012 CD015783 00
. .30
TOTAL TAX PAYMENT 12,825.30
BALANCE OF TAX DUE .30CR
INTEREST AND PEN. .00
TOTAL DUE .30CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.