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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO {OX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,NOTI~E OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
!\ 1 \ 1: ! 9 DATE 12-24-2007
ESTATE OF ZINN JAMES P
DATE OF DEATH 12-10-2006
FILE NUMBER 21 06-1117
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-22-2008
( See reverse side under Objections)
Amount Remittedl 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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZINN JAMES P FILE NO. 21 06-1117 ACN 101 DATE 12-24-2007
I I
\
L REX BICKLEY
114 SOUTH ST
HBG
PA 17101
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
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1,708.90
.00
.00
20,329.30
.00
.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
22,038.20
8.
Total Assets
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
5,069.34
(9)
(0)
7,459.23
(1)
(2)
(3)
04}
1?1i?8 1i7
9,509.63
.00
9,509.63
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 ~ 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
OS) .00 X 00
(6) 9,509.63 X 045 =
07} .00 X 12
(8) .00 X 15 =
(9)=
.00
427.93
.00
.00
427.93
19. Principal Tax Due
TAX CREDITS'
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-03-2007 CD008774 2.16- 1,326.38
TOTAL TAX CREDIT 1,324.22
BALANCE OF TAX DUE 896.29CR
INTEREST AND PEN. .00
TOTAL DUE 896.29CR
* 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.) 0
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
James P. Zinn
ACN
2106-1117
101
REVIEWED BY
Destiny S.R.Brown
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Total on Schedule H,I was not correctly carried forward to recapitulation page.
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