HomeMy WebLinkAbout02-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES -1I ~ '%~AP~RAI~Eh NTE ALLOWANCETORCDISALLOWANCE
INHERITANCE TAX DIVISION QFjF#F~(}CTIONS AND ASSESSMENT OF TAX
PO BOX 2B0601 , ,~ ~ ~+'' T
HARRISBURG PA 17128-0601 "`"
JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERSBURG
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PA 17201
REY-1547 EX AFP (12-08)
DATE 02-09-2009
ESTATE OF JOHNSON E C
DATE OF DEATH 04-08-2008
FILE NUMBER 21 08-0448
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-10-2009
(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_ !-- ___________________
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JOHNSON E C FILE N0. 21 08-0448 ACN 101 DATE 02-09-2009
TAX RETURN WAS: C 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. 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
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
(G) .00 tax payment.
(5) 118 , 267.30
(6) .00
(~) 52, 728 .46
(B) 170,995.76
APPROVED DEDUCTIONS AND EXEMPTIONS: 21,167.32
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 317.76
11. Total Deductions (11) 71 .485.08
(1z) 149,510.68
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) C13) .00
14. Net Value of Estate Subject to Tax C14) 149,510.68
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)
.00 X
00 =
.00
15. Amount of Line 14 at Spousal rate
te
A
l/Cl (16) •00 X 04 5 . .00
16. Amount of Line 14 taxable at ra
ass
Linea C17) 52,728.46 X 12 6,327.42
17. Amount of Line 14 at sibling rate
s B rate
l/Cl
ll
t (18) 96,782.22 X 15 14,517.33
18. Amount of Line 14 taxable at as
era
a
Co C19). 20,844.75
19. Principal Tax Due
IAA I.RCLIIJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT (PAID
06-27-2008 CD009971 1,028.87 19,548.55
10-20-2008 CD010440 .00 267.33
TOTAL TAX CREDIT 20,844.75
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 AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)