HomeMy WebLinkAbout08-03-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
„_, OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
1+„~I~ ~~;b 'J ~~ (~' Z~ DATE 07-27-2009
ESTATE OF ZOOK EDITH C
~L~ ~..~ ,^•,C DATE OF DEATH 10-19-2008
L , \ '.l'
~-~P`t"Ir~~l'J t,,~~i~T FILE NUMBER 21 08-0802
WAYNE M PECHT CUEV~E!".i{,~_~-',~':~' ~,n . Pp, COUNTY CUMBERLAND
ACN 101
1205 MANOR DR 200 APPEAL DATE: 09-25-2009
MECHANICSBURG PA 17055 (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 4'~•
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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 ZOOK EDITH C FILE N0. 21 08-0802 ACN 101 DATE 07-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
KtJtKVAIlUN 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:
C1) .00 NOTE: To insure proper
(2) .0 0 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 14.356.82
c6) .00
cn .00
cB) 14,356.82
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iy) 10;,767.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 104.4 34. 8
11. Total Deductions (11) _ 11~.?O1 _~~,
12. Net Value of Tax Return (12) 100,845.03-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax
c14) 100,845.03-
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 (15) .DO 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 X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due 00
TAX CREDITS: C19)= .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL 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 AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)