HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
_ NOTICE OF INHERITANCE TAX
APpRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~~G~ ~~ `C i 5 P i ~ 43
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JOHN C ZEPP I I I A~(~ ~' " "`n ~~
8438 CARLISLE PIKE /
PO BOX 204
YORK SPRINGS PA 17372
REV-1547 EX AFP C06-05)
DATE 08-11-2008
ESTATE OF SHULTZ KERMIT L
DATE OF DEATH 12-20-2007
FILE NUMBER 21 08-0060
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-10-2008
(See reverse side under Objections)
Amount Remitted r
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP X03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHULTZ KERMIT L FILE N0. 21 08-0060 ACN 101 DATE 08-i1-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stooks 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
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
I3) . of this form with your
C4) .00 tax payment.
c5) 2, 957.73
c6) .00
c7) .00
cB) 2, 957.73
9,455.30
C9)
Ilo) 191.33
(11) 9.646.63
I12) 6,688.90-
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax C14) 6,688.90-
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 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
rev nsrnrrn_
I15) • 00 X 00 = . 00
c16) • 00 X 045 = . 00
cln .00 X 12 = .00
cle) • 00 X 15 = . 00
c19)= .00
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)