HomeMy WebLinkAbout02-01-08
01-29-2008
BAKER
05-18-2007
21 07-0520
CUMBERLAND
101
APPEAL DATE: 03-29-2008
( See reverse side under Objections)
Amount Re.ittedl I
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 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, NOT,ICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
1 r
, r.
-I
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r,.: l.
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I It DATE
. ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
., ACN
JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERS BURG
200
PA 17201
'*
REV-1547 EX AFP (06-05)
EARL
R
TO:
CUT ALONG THIS LINE ...... RETAIN LOWER PORTION FOR YOUR RECORDS of--
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REV-1547 EX AFP C03-05J 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 01-29-2008
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 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
TAX RETURN WAS: (X) ACCEPTED AS FI LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
NO. 01
.00
.00
.00
.00
500.00
.00
.00
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)
.00
.00
(11)
(12)
(13)
(14)
(9)
(10)
14. Net Value of Estate Subject to Tax
NOTE:
18. Amount of Line 14 taxable at Collateral/Class B rate
(15)
(16)
(17)
(18)
.00 X
95,974.68 X
.00 X
.00 X
19. Principal
TAX CREDITS:
PAYMENT
DATE
08-09-2007
11-15-2007
Tax Due
RECEIPT
NUMBER
CD008542
CD008988
DISCOUNT (+)
INTEREST/PEN PAID (-)
214."'2
.00
AMOUNT PAID
4,081.54
22.50
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
500.00
.00
500.00
.00
95,974.68
00
045 =
12
15
.00
4,318.86
.00
.00
4,318.86
(19)=
TOTAL TAX CREDIT 4,318.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~b
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.