HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~ ~N!QT•LCE 01~. LNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ARR~jbI~S~.E,~IE;N~L,,;ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' "OF'~'~EDUC9'ION9 AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REY-1547 EX AFP (01-09)
Z~Q~ ~P~ ~ ~ Q~ ~~' SATE 04-13-2009
ESTATE OF ZEIGLER LEON J
CL~~~(;F DATE OF DEATH 08-26-2008
~~~I`~p"y~ ~ ~,~~~.;RT FILE NUMBER 21 08-0911
C-~11, ~'' ~`,~!~~ 'A`~.`„ PA COUNTY CUMBERLAND
ROGER B IRWIN ACN 101
60 W POMFRET ST APPEAL DATE: 06-12-2009
CARL I SL E PA 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 t- ______________
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZEIGLER LEON J FILE N0. 21 08-0911 ACN 101 DATE 04-13-2009
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) C1) 13 5,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10 7,362.06
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 529, 141.14
8. Total Assets (B) 771,503.20
APPROVED DEDUCTIONS AND EXEMPTIONS: 28,177.62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 68 2.74
11. Total Deductions C11) 78.860.36
12. Net Value of Tax Return (12) 742, 642.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 742,642.84
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 (16) 722,642.84 X 045 = 32,518.93
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) 20,000.00 X 15 _ 3,000.00
19. Principal Tax Due C19)= 35,518.93
TAY rQ FTTTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-21-2008 CD010550 1,775.95 33,892.32
TOTAL TAX CREDIT 35,668.27
BALANCE OF TAX DUE 149.34CR
INTEREST AND PEN. .00
TOTAL DUE 149.34CR ,
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)