HomeMy WebLinkAbout04-09-07
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
. '\ ~-. ,--: (-', r;.' ,.,
, ',ltoiJl:E OF INHERITANCE TAX
~PPRAISEM~T, ALLOWANCE OR DISALLOWANCE
.', OF D~buctIONS AND ASSESSMENT OF. TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 218&01
HARRISBURG PA 17121-0601
REV-1547 EX AFP (06-05)
2001 APR -9 AM II: 49
CANDACE CROSSLEY
5 CLAIRBURN DR
MECHANICSBURG
CLERK OF
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-02-2007
ZIMMERLI
05-15-2006
21 06-0467
CUMBERLAND
101
APPEAL DATE: 06-01-2007
( See reverse side under Objections)
A.ount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MARGARET
R
PA 17050
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZIMMERLI MARGARET R FILE NO. 21 06-0467 ACN 101 DATE 04-02-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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/Motes 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
(l)
(2)
(3)
(4)
(5)
(6)
(7)
43.729.90
.00
.00
.00
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay.ent.
54..963.26
.00
.00
(8)
98,693.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage LiabilIties/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
6,192.96
.00
ell)
(12)
(13)
(14)
1S.1Q:;t.Q;;
92,500.20
.00
92,500.20
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of LIne 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of LIne 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NOTE:
(19).
.00
4,162.51
.00
.00
4,162.51
(15)
(16)
(17)
(lI)
.00 X
92,500.20 X
.00 X
.00 X
00 '"
045",
12 '"
15 '"
NUMBER
CD006952
REFUND
+
INTEREST/PEN PAID (-)
208.13
.00
AMOUNT PAID
3,990.00
35.62-
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE . 00 ~
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
4,162.51
.00
.00