HomeMy WebLinkAbout01-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OFDEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (12-OB)
~'~'`'r' 's'`'~ 30 I`~~ I2~ 30 DATE o1-27-2009
~.~;.;; .its;
ESTATE OF KERN EDWARD F
DATE OF DEATH 10••16-2007
~'~ ~r"{r~ {~' FILE NUMBER 21 08-1001
~~~N~`~~ ~ f~OU~T COUNTY CUMBERLAND
~~fk'~;:~`~'i_~+M~1 Lri., ~A ACN 10:1
APPEAL DATE: 03-28-2009
20 0 (See reverse side under Objections)
PA 17201 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 !-- ______________
-------------------------------------------- --------------------------------
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KERN EDWARD F FILE N0. 21 08-1001 ACN 101 DATE 01-27-2009
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) (1) .00 NOTE: To insure proper
C2) ,00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,794.4 6
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
fig) 12,794.46
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,473.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.2 35.4 2
11. Total Deductions X11) 10.708.42
2, 086.04
12. Net Value of Tax Return I12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule Ji) C13)
2,086.04
14. Net Value of Estate Subject to Tax (lG)
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
c15) .00 x
c16) 2, 086.04 X
C17) • 00 X
(18)
.00 x
00 _ .00
045__ 93.87
12 _ .00
15 _ .00
c19)= 93.87
~~PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-06-2008 CD010379 .00 93.87
01-20-2009 SBADJUST .00 1.48
TOTAL TAX CREDIT 93.87
BALANCE OF T'AX DUE .00
INTEREST AND PEN. .00
~(
TOTAL DUE .'00 i
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ~4S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)