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DATE 04-14-2008
ESTATE OF ZIMMERMAN KENNETH W
DATE OF DEATH 04-22-2007
FILE NUMBER 21 07-0476
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06 -13 - 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 +--
REY:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZIMMERMAN KENNETH W FILE NO. 21 07-0476 ACN 101 DATE 04-14-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t'.r-('f'n'irr!'l~r,.Ii'1r''OF,o.} NHER I T ANCE TAX
:-.i',-"l'J"~Al!;SJ::ltl!tFO;.I.f~~!i.OWANCE OR DISALLOWANCE
:q~fTpEp,l1~I9/11S rAND ASSESSMENT OF TAX
1,_,_" '..' I L,. I 'o" ',._ _.'
2008 APR I J PH J: 0 I
ELIZABETH P
MCNEES ETAL
1'0 BOX 1166
HBG
CLERK OF
ORPHI\N'S COURT
CLII"~'-"11 ."T' ,""'- n'A
il\"C-- -'.':":-:,-;;~..' -..,\,)" r-I
MULLAUGH
PA 17108
REV-1547 EX AFP (06-05)
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
If an assessment was issued previously, lines 1~, 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'
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
153,489.60
393,092.06
.00
.00
68,243.18
.00
116,579.22
(8)
2. Stocks and Bonds (Schedule B)
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
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
(9)
ClO)
39,663.07
65.708.89
NOTE:
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
731,404.06
Cl1)
Cl2)
Cl3)
Cl4)
]0'1.371.96
626,032.10
.00
626,032.10
Cl5)
Cl6)
Cl7}
Cl8}
54,392.11 X 00 .00
571 ,639.99 X 045 = 25,723.80
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 25,723.80
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (o.)
07-11-2007 CD008388 1,157.89 22,000.00
01-1,'-2008 CD009190 .00 2,018.27
INTEREST IS CHARGED THROUGH 04-29-2008 TOTAL TAX CREDIT 25,176.16
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 547.64
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.30
TOTAL DUE 557.94
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
..,,,\
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIREO. ( ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~ V
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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
Kenneth Zimmerman
FILE NUMBER
REVIEWED BY
H. McClintock
ACN
2107-0476
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
A 1
When using the assessed value you must multiply it by the common level ration to
attain the fair market value.
ROW
Page 1