HomeMy WebLinkAbout02-22-08
02-11-2008
LYKENS
08-01-2005
21 07-0725
CUMBERLAND
101
APPEAL DATE: 04-11-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. ' NOHiCE OF INHERITANCE TAX
APPRAisEMENT, ALLOWANCE OR DISALLOWANCE
OF__I1EOUCTIONS AND ASSESSMENT OF TAX
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
FRANCIS A ZULLI
WION ETAL
109 LOCUST ST
HBG
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'JJ'
PA 17101
REV-1547 EX AFP (06-05)
LETTITIA
TO:
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 LYKENS LETTITIA FILE NO. 21 07-0725 ACN 101 DATE 02-11-2008
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
10,560.86
.00
.00
.00
256,495.97
.00
(8)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,184.54
.00
(11)
CI2)
CI3)
CI4)
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
CIO)
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
267,056.83
1 (; . 1 84 . 1>4
250,872.29
.00
250,872.29
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 Ahh returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
rate
CIS) .00 X 00 .00
CI6) 250,872.29 X 045 = 11 ,289.25
CI7) .00 X 12 .00
CI8) .00 X 15 .00
CI9) = 11,289.25
AMOUNT PAID
12,569.72
17. Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
10-31-2007 CDD08891
Collateral/Class B rate
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,280.47-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
11,289.25
.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.)