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March 17, 2014
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Julie F. Gale
Date of Death:January 17, 2012
Your File No. 21-12-00103
Our File No. 13433-1
Dear Register:
Enclosed please find a copy of the Internal Revenue Service's Closing Letter for the Estate of Julie F.
Gale. Please time stamp the enclosed duplicate of this correspondence and return to us in the enclosed self
addressed stamped envelope. Should you have any questions, please do not hesitate to contact our office.
Thank you for you assistance in this matter,
Very truly yours,
SON, D +F,FI�, S' A�E�WART& WEIDNER
Dana L, iesemanJ�Y���
Estate Administration Paralegal � �h
c: Leisa Kercher, Executrix �c' �' ���
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JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.
Internal Revenue Service Q ��
�� Department of the Treasur
Cincinnati, OH 45999 y
Person to Contact:
Sherri A Davis
Employee Identification Number:
1000129855
Contact Teiephone Number(Toll Free):
Date: 03/11/2014 1-866-699-4083
Estate Name:
RICHARD STEWART JULIE F GALE
%JOHNSON DUFFIE STEWART&WEIDNER socia�security Number:
301 MARKET ST PO BOX 109 045-16-5000V
LEMOYNE,PA 17043-0109 Date of Death:
01/17/2012
_ _ _ _ _ _ _. _. _. _. ._._.
Estate Tag Closing Document
(Not a bill for tax due)
We have made the following determination on the estate tax return referenced above.
Net Estate Tax *$ 382,944.79
State Death TaY CredidDeduction** *$ 276,138.67
Generation-Skipping Tax *$ 0.00
*These figures do not include any interest and penalties that may be charged.
** For dates of death after 12/31/04,this amount represents the State Death TaY Deduction.
This letter is evidence that the Federal Estate Ta�c Return has either been accepted as filed or has been accepted after an
adjustment to which you have agreed. You should keep this letter as a permanent record. You may need it to close
probate proceedings,transfer title to propei�ty and/or settle state taxes.
If the estate elects and qualifies to pay the estate tax in installments under Internal Revenue Code section 6166 and the
IRS has not contacted you,the IRS will contact you to determine whether the estate is required to provide a bond,or
alternatively a special extended lien under section 6324A,and may request additional financial information to make this
determination. The IRS will continue to monitor whether the government's interest is at risk throughout the section 6166
installment payment period.
This letter is not proof that any amount of tax due has been paid. If you have requested a discharge from personal liability
under section 2204,proof of full payment of the amounts shown above(plus applicable interest and penalties)releases
you of personal liability. If payment is not timely made or the time for payment is extended under sections 6161, 6163, or
6166,there is a lien on all estate property for the federal estate taY due for 10 years from the date of death or until the
entire balance is paid,whichever date is earlier.
We will not reopen or examine this return unless you notify us of changes to the return or there is: (1)evidence of fraud,
malfeasance, collusion,concealment,or misrepresentation of a material fact; (2)a clearly defined substantial error based
upon established Internal Revenue Service position;or(3)a serious administrative error.(See Revenue Procedure
2005-32,2005-1 Cumulative Bulletin 1206.)
Sincerely,
r��.�.-.�..,,�.
Vernon S Williamson
Director,Campus Compliance Operations
Letter 627(Rev. 11-2007)
Catalog Number 40285J
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