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HomeMy WebLinkAbout07-10-09BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ME~1T,~~aCLOWANCE OR DISALLOWANCE APPRAISE; "' DF-DE~1l1CT~'ONS°AND ASSESSMENT OF TAX REV-1547 EX AFP CO1-09) 6-2009 ?~`~~ ~~~ ~ ` ~ A C!~ ~= 33 ESTATE OF RICE UDREY J DATE OF DEATH 10-30-2008 C~ER~ ~r FILE NUMBER 21 09-0076 Q~~~`;~j ",; (~~ 1~~T COUNTY CUMBERLAND JOEL R ZULLINGER C~,I~,~~'u; `~ ,-~~~ ~~ ACN 101 , ZULLINGER DAVIS APPEAL DATE: 09-04-2009 (See reverse side under Objections) 14 N MAI N ST STE 20 0 CHAMBERSBURG 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 _ -~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ ____ ___________ REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RICE AUDREY J FILE N0. 21 09-0076 ACN 101 DATE 07-06-2009 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) .00 NOTE: Ta insure proper ~2) ,Q~ credit to your account, 2. Stocks and Bonds (Schedule B) submit the upper portion .00 3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) .00 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) (7) .00 8. Total Assets Ig) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: .00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0 11. Total Deductions (11) .00 .00 12. Net Value of Tax Return C12) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) .00 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: .00 00 .00 = X 15. Amount of Line 14 at Spousal rate C15) 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = . 00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDiIS• PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) 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 C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)r YOU MAY BE DUE Y n ocniun ecr DCVCRCF STnF nF TNis FORM FOR INSTRUCTIONS J y