HomeMy WebLinkAbout02-29-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
-A1;>PRAIStMENT, . ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
02-26-2008
KALUGER
02-08-2007
21 07-0165
CUMBERLAND
101
APPEAL DATE: 04-26-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
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JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERSBURG
J-T
,'-',1
200
PA 17201
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REV-1547 EX AFP (06-05)
GEORGE
TO:
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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 KALUGER GEORGE FILE NO. 21 07-0165 ACN 101 DATE 02-26-2008
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
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.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
225,376.99
361,114.82
.00
.00
223,472.41
.00
25,813.54
(8)
(9)
ClO)
86,660.04
1.766.97
(11)
Cl2)
Cl3)
Cl4)
14.
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
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 CREDITS:
PAYMENT
DATE
05-07-2007
NOTE:
RECEIPT
NUMBER
CD008122
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,809.69
Cl5) .00 X
Cl6) .00 X
Cl7) .00 X
Cl8) 241,291.61 X
AMOUNT PAID
37,601.81
NOTE: To insure proper
cre.di t to your account,
submit the upper portion
of this form with your
tax payment.
835,777.76
88.4")7 01
747,350.75
506,059.14
241,291.61
DO =
045 =
12 =
15 =
.00
.00
.00
36,193.74
36,193.74
Cl9) =
TOTAL TAX CREDIT 39,411.50
BALANCE OF TAX DUE 3,217.76CR
INTEREST AND PEN. .00
TOTAL DUE 3,217.76CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. Cl /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.