HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
""L :NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES q`p'pRAI~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "'
PO BOX 280601 ~'OF'DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 "" ~~
REV-1547 EX AFP (06-05)
~~QB~~~t I~ ~~~~: 2~ DATE ].1-10-2008
ESTATE OF lIMMERLY EVELYN C
DATE OF DEATH 07-20-2006
FILE NUMBER 21 06-0870
JUDY J WILLIAMS +!^', I` '''`, p~, COUNTY CUMBERLAND
C,~,, . .._ ACN 101
3740 SPRING RD APPEAL DATE: 01-09-2009
C A R L I S L E P A 17 013 (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 -----~ RETAIN LOWER PORTION FOR YOUR RECORDS ~- _ ____
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZIMMERLY EVELYN C FILE N0. 21 06-0870 ACN 101 nsTF 11-10-~ooR
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RcaeRVw~tun GuIVGtN:N1NG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
.00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 100.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 100.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4,328.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
(11) 4.;?5.00
12. Net Value of Tax Return (12) 4,228.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax (ly) 4,228.00-
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 (lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 04 5 = .00
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) .00 X 15 _ .00
19. Principal Tax Due 00
TAX CRRnrrR. C19)= .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
iuTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A.S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)