HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"' 'C~ i ~ ~, NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '~ ~ 'APPRALSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - •- !:QF~ ;DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,_,~ ,?~;-~' ~'
HARRISBURG PA 17128-0601
2009 Jill. -b AK 11 ~ Oy
~~
FRANCIS A ZULLI ~~~:~~ " PA '
WION ETAL
109 LOCUST ST
HBG PA 17101
REV-1547 EX AFP (01-09)
DATE 06-29-2009
ESTATE OF WALKER LOUISE E
DATE OF DEATH 05-19-2008
FILE NUMBER 21 08-0575
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-28-2009
(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 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 WALKER LOUISE E FILE N0. 21 08-0575 ACN 101 DATE 06-29-2009
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
~1) .00 NOTE: To insure proper
(2) 2,480,015.16 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) .00 tax payment.
c5) 55 , 232.21
t6) .00
~7) 21,000.00
c8) 2,556,247.37
(9)
34,197.56
clo) 3,345.43
C11) 37.542-99
clz) 2,518,704.38
Non-elected 9113 Trusts (Schedule J) C13) 25,000.00
c14) 2,493,704.38
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) '00 X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2,493,704.38 X
17. Amount of Line 14 at Sibling rate C17) •00 X
18 Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X
.
19. Principal Tax Due
00 = .00
045= 112,216.70
12 _ .00
15 _ .00
c19)= 112,216.70
~~`PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-13-2008 CD010135 5,263.16 100,000.00
02-03-2009 CD010858 .00 6,953.54
TOTAL TAX CREDIT 112,216.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)