Loading...
HomeMy WebLinkAbout08-03-07 (2) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE +:-(Y'("'[j nfTI('atlrtCE OF INHERITANCE TAX --:;.:- ~':::AP):>IiAi's'!M!NT, ALLOWANCE OR DISALLOWANCE I, ,,' . , ! i <I ltip D~DU~TIONS AND ASSESSMENT OF TAX ~ I Co. ... ,.. '* REV-1547 EX AFP (06-05) DATE 07-30-2007 ESTATE OF ZIMMERMAN HARRY E DATE OF DEATH 12-02-2006 FILE NUMBER 21 06-1150 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-28-2007 ( See reverse side under Objections) A.ount Re.ittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 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 ZIMMERMAN HARRY E FILE NO. 21 06-1150 ACN 101 DATE 07-30-2007 2D07 AUG -3 Pf1 4: 22 CLERK OF ORPL_lb~\J'C:' ('(,' ,: ,I.'"'T I I,., ,),.,' H CHARLES E SHIELDSC~ti ,,':: "t,;) , P,~\ 6 CLOUSER RD MECHANICSBURG PA 17055 TAX RETURN WAS: (X) ACCEPTED AS FILED ) 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/Notes 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 3,616.01 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 3,616.01 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. 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 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 3,583.00 .00 (11) Cl2) Cl3) Cl4) ~.1i83.00 33.01 .00 33.01 NOTE: 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 TS: Cl5) Cl6) Cl7) (18) 33.01 X DO .00 .00 X 045 = .00 .00 X 12 = .00 .00 X 15 = .00 Cl9)= .00 AMOUNT PAID DATE R I T NUMBER +) PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( 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.)