HomeMy WebLinkAbout12-05-07
11-20-2007
BAKER
05-18-2007
21 07-0520
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Remitted[ 1
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;xn(~D:-,[~Trf"ttl,.aE- ,1!lHERITANCE TAX
"APPRAISEHE"HTfl'AI.LbwANCE OR DISALLOWANCE
i:qE':~ED~qtIo",~ ~flD ASSESSMENT OF TAX
,,-_k ,u, ',' ""
2007 DEe - 5
P~i 12: 3f?ATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERSBURG
200
PA 17201
REV-1547 EX AFP 06-05)
EARL
R
T j
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
--------------------------------------------------------------------------------------- j---
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAKER EARL R FILE NO. 21 07-0520 ACN 101 DATE 11-20-2 7
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 wi
reflect figures that include the total of ALL 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
TAX C DITS:
PAYMENT
DATE
08-09-2007
(15) .00 X 00 .00
(16) 95,474.68 X 045 = 4,296.36
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 4,296.36
AMOUNT PAID
4,081.54
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
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
25.963.21
80,500.00
9,000.00
(8)
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)
(10)
11 ,988.53
8.000.00
(11)
(12)
(13)
(14)
NOTE:
RECEIPT
NUMBER
CD008542
ISCOUNT (+)
INTEREST/PEN PAID (_)
214.82
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure p
credit to your ac
submit the upper
of this form with
tax payment.
pper
Cunt,
rUon
our
115,463.2
95,474.68
.00
95,474.68
4,296.36
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)