HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
TAXES. ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
_. ._ ._.. , .., - - OF DEDUCTIONS AND ASSESSMENT OF TAX
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JOEL R ZULLr~tGER
ZULLINGER DAVIS
14 N MAIN ST STE 200
CHAMBERSBURG PA 17201
cl) 68,264.44
~2) 182,007.95
c3) .00
c4) .00
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP t03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SUDERS DANIEL 0 FILE N0. 21 08-0293 ACN 101 DATE 09-22-2008
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)
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
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
DATE 09-22-2008
ESTATE OF SUDERS DANIEL 0
DATE OF DEATH 03-03-2008
FILE NUMBER 21 08-0293
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-21-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 79,275.65
c6) 7,664.85
~7) 20,430.51
~$) 357,643.40
13,886.73
(9)
clo) 15,477.58
C11) 29.364.31
c12) 328,279.09
Non-elected 9113 Trusts (Schedule J) (13) 2,000.00
c14) 326,279.09
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 C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 326,279.09 X 045 = 14,682.56
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 _ .00
19. Principal Tax Due (19)= 14,682.56
TAY /`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-27-2008 CD009790 720.00 13,680.00
06-18-2008 CD009930 .00 282.56
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 14,682.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
1
( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REpUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)