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NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU oF INDIVIDUAL iaxes APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �i� DEPARTMENTOFREVENUE
INHERITpNCE TAX UIVISION �F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (03-13)
PO BOX 280601
XARRISBUtG PA 1712H-0601
DATE 09-16-2013
ESTATE OF ZOOK BETTY M
DATE OF DEATH 10-09-2012
FILE NUMBER 21 12-1156
COUNTY CUMBERLAND
MYERS EDMUND G p�N 101
301 MARKET ST APPEAL DATE: 11-15-2013
Po BOX 109 (SeereversesideunderObjectigns)
LEMOYNE PA 17043-0109 p�ount Re�itted C E:�; :,� �
MAKE CHECK PAYABLE iCoREMIT:.rf,tAY IqS T0:
REGISTER OF WI S?? '�'� � '--'
1 COURTHOUSE S�H/�{E!;.� i_� ,�� �� �
CARLISLE PA 9>7(�3..., ��-; , :'
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, CUT ALON6 THIS LINE -� RETAIN LOWER PDRTION FOR YOUR RECORD�S»� `� ` �
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REY-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALtD4VANCE 0��� - �
DISALLOWANCE OF DEDUCTIONS ANU ASSESSMENT OF TAX �,�� �
ESTATE OF: ZOOK BETTY MFILE N0. :21 12-1156 ACN}a 1�01 p}�TE:�_,OQ�r16-2013
.Jl 7
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A7 (1) •00 NOTE: To ensure proper
2. Sto<ks antl Honds (SCheCUle H) �Z�
.QQ eradit to your a<eounY.
.00 subAit t110 uppel' pol'tion
3. Closely Hald Stock/Partnershio I�terest CSChetlule C) �3) of t�1s form w3th your
4. Mortga9as/NOtes Race3vabla CSChaEUls D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mise. Personal PropartY (Sehetlule E) (5) 37�672.07
6. Jointly Ownetl Provertv (SCheEUle F) �6� .00
7. 7ransfars (SChetlule 6) ��� 232�508.62
e. 7oSa1 Assats (e) 270.180.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Adm. Costs/MSSC. Exponses (SC�atlul• H) (9) 13.481 .04
10. Oebts/MOrtgage Liabilities/LSens (SChatlule I7 (10) 12.340.68
11. Total Datluetions (11) 25�821.72
12. Net valua of 7ax Return �yZ� 244�358.97
13. Charikable/GOVernmental BaGUests; Non-electad 9113 Trusts (SChetlula J) �yy� .00
14. Net valua of Estate subiact to 7ax �yy� 244.358.97
NOTE: If an assessnent was issued previously, Lines 14. 15, 16, 17, 18 and/or 19 wYll
refleet fipures that include the total of all returns assessed to date.
ASSESSNENT OF TAX:
15. AmounY of Line 14 at spousal rate (15) .00 X 00 = .UO
16. Amount of Line 14 taxabl• at lineal rate (16) ���•;�'R-Q� X 045 = 10.996.15
17. Amount oF LSne 14 at s1611np rata (17) -�� X 12 = .DO
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Pr1n<ipal Tax Uua �19�' 10.996.15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) pMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-19-2012 CD016951 473.68 9,000.00
07-03-2013 CD017838 .00 1,522.47
TOTAL TAX PAYMENT 10,996.15
BALANCE OF TAX DUE .Op
INTEREST AND PEN. .00
TOTAL DUE .00
� IF PAID AFTER UATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLELTED AS A CREDIT (LR). YOU MAV BE DUE ��
FOR CALCULIITION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
RESERVATION: Esfatea of decedeMS dyinp on or betore Dec. 12, 1982-N any future irMerest in the estate is Vansferred in possesaion or
enjoyment to coNateral.beneficiariea of the decedent alter the e�cpiretlon���a�y�eatate for Afe'�or Yexs�tl�a Commonweakh
hereby expressy reservea Me ripht to appraise and assesa transter inheritar�ce taxes at the lawful coNateral rate on any such
fuWre iMerest.
PAYMENT: Detach the�p pc�rljon pf�IS notice arW qubndt with your psymeM to ihe Register of Wills Indicated on Vie front of the notice.
Make check or moneg order payable to:REGISTER OF WILL,AGENT.
REFUND(CR): A refund of a taz credit not tequested on the tax rehxn may be requested 6y cpmpk9np an Appiiqtio[�for Refund of
Pennsylvania inheritance and Estate Tax(REV-1313). A(�pYp�ipn¢ avatlaW9 hom the deparpmM'e web sife at
www.�evenue.��.p},Y�,�erry Re{�i�er of Wille or Reventfs��:or from�Nre d�partnfonE'8 24�-hour torms ordering
service:l-800�'�62=.206p;se�f!ices fpr taxpsYers with spede�heArinpand�ot apeBidrtp needs:1�•800�•447�ff20(TT onty).
Please albw 4-6 weeks from the date a refund was graMed to artive.
OB.IECTIONS: Any party in interest not satisfied with the appraisement,albwa�ce or disellowarxe ot dedudions,or assesament of.tax
(including�scount or interest)as shown on this no6ce may otiject wqNn 60 days of the date of receipt of ttds rwdce by:
A) Fiting an eppeal onRne at � on or beSOre the appeal date iden6fieC on the froM of ihis�rrocce.
Or sen�np a written p�otest t0:PA Dape�pt�er�t of ReVerpag,�rd pf Aypealg,PO BOX 281201,Harrisburg PA 17728-1021;
8) Having tfie matter del9rmirred ffi au�t of fltie�a�oimf of Nti8 per��^repteseMative:or
C) C)Appealing to ttre Orphans'Court.
ADAAINISTRATIVE Errors dscovered on this assessment should be eddressed in writiny to:PA DepartmaM of Revenue,Bureau of Indvidual
CONRECTIONS: Taxea,ATTN:Post PisaessnroM fieviaw dnk,�PO BOX 280801,Haqlaburp PR, 17128-7021,Phorre(T1�7�787-6505. See page 4
Inshuclions for inherifarroe T'�Rtelurn for a ResldeM Decedent(REV=1�1)for an explana6on of admirdshatively conectable
errors.
DISCOUNT: If any Wu due is paid within three calendar months aRer tlie decedeM's deaM,a five percent discourrt of the tax paid is albwable.
INTEREST: Interest is charged bepinning with first day of delinquency,or nine montlu and one date from date of�afh,to the date of
payment. Annwl irrterest�atea are availabie on Form REV-1611,avaitible at www.ravsn��±.st+�.,�oe-�-,or upon rquest by�
calling 1-888-728-2937.
Interest is ca�ulated as folbws:
INTEREST=BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
Any Notice issued after the tax becomes dalirpuent wiA reflect.an interest calculatipn M 15 days beyorW the date of the
assessment. If payment is made after the iMerest calculatlon date show on the Nodce,additionai irrterest must be cakwlated.