HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~'~~.I"'r_ ~'NU%T~~C@ 'OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~ r4PPJZAT~SEM'E~NT,' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;! ~ ~,aF 'DEDI~C~fID.NS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
ZQ#7fl S~~ _~ ~~ !~; ~J ~ DATE 09-01-2008
ESTATE OF ZENTZ TERRY L
C_Cf~<.., DATE OF DEATH 03-15-2008
'r C"t~ FILE NUMBER 21 08-0407
ORPf-'~?1'S C~l)~'T
ROBERT E MYERS (1'~",,rn _,~ P~t COUNTY CUMBERLAND
ACN 101
100 OLD ROAD APPEAL DATE: 10-31-2008
NEW CUMBERLAND PA 17070 (See reverse side under Objections)
Amount Remitted
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 POR_TION_ 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 ZENTZ TERRY L FILE N0. 21 08-0407 ACN 101 DATE 09-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,9 35.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
e. Total Assets (g) 4,935.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,987.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ .00
11. Total Deductions (11) 12.987.0
12. Net Value of Tax Return C12) 8,052.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
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
TAY /`D CTTT(•.
[15)
00 X
(16) .00 X
(17) .00 X
[18) • 00 X
00 _ .00
045 _ . DO
12 _ .00
15 _ .00
[lv= • 00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATEDr SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)