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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 260601
HARRISBURG PA 17126-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-lS'i7 D AFP (06-05)
DATE 06-18-2007
ESTATE OF ZULKOWSKI VICTORIA F
DATE OF DEATH 03-04-2007
FILE NUMBER 21 07-0356
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2007
( See reverse side under Objections )
Amount Remitted I ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TH IS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
_______________________________________________________________________________n___________
REV-1547 EX AFP CO~i-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZULKOWSKI VICTORIA F FILE NO. 21 07-0356 ACN 101 DATE 06-18-2007
ROBERT P GRUBB ESQ
METZGER WICKERSHAM
PO BOX 5300
HBG PA 17110
TAX RETURN WAS: ( ) ACCEPTED AS FILED
X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) ( lJ .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal P rope rty (Schedule E) (5) .00
6. Jointly Owned P rope rty (Schedule F) (6) 1,977.74
7. Transfers (Schedule G) (7) 660.00
8. Total Asset:; (8) 2,637.74
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,280.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule IJ (10) 1,816.45
1l. Total Deductions OlJ ....!u 096.41)
12. Net Value of Tax Return (12) 1,458.71-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (3) .00
14. Net Value of Estate Subject to Tax (4) 1,458.71-
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 (5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 " .00
17. Amount of Line 14 at Sibling rate 07 ) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .- .00
19. Principal Tax Due (9).= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID ( - )
TOTAL TAX CREDIT ~
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
'-----..
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1 , NO PAYMENT IS REQUIRED. 1/
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) .' YOU MAY BE DUE '/
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0f301
DECEDENTS NAME
REV-1470 EX (6-88)
..
REVIEWED BY
ITEM
SCHEDULE NO.
H
B-3
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Victoriia T. Zulkowski
2'107-0356
101
ACN
Sheila Megonnell
EXPLANATION OF CHANGES
The vcllue of the estate has been adjusted as the result of the correction of an E~rror in
arithmetic.
Reduced to $0.00. Family exemption can only be claimed against assets sUlbject to will
or intE~stacy.
ROW
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