HomeMy WebLinkAbout09-18-09 COMMONWEALTH OF PENNSYLVANIA
DEP,I~R7MENT OF REVENUE
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.~~' ~„N0~`-E GE'-`OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -kRPRAIcSEME~`f','~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,`_',~'.;~pp'DEDUCTI(3NS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
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~Q DATE 09- 15-2009
ESTATE OF SMITH ETHEL G
^I rr<''~~ ?~'~ DATE OF DEATH 07-05-2008
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~ FILE NUMBER 21 08-0752
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COUNTY CUMBERLAND
JDEL R ZULLINGER , ACN 101
ZULLINGER ETAL APPEAL DATE: 11-14-2009
14 N MAI N ST (See reverse side under Ohjections)
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 ~) RETAIN LOWER PORTION FOR YOUR RECORDS !~-
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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 SMITH ETHEL G FILE N0. 21 08-0752 ACN 101 DATE 09-15-2009
TAX RETURN WAS: I 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
~1) 147, 900.00 NOTE: To insure proper
C2) 125,821.36 credit to your account,
.00 submit the upper portion
C3) of this form with your
I4) .00 tax payment.
c5) 93,363.22
c6) .00
c7) 53,275.90
C8) 420,360.48
APPROVED DEDUCTIONS AND EXEMPTIONS: 42,994.97
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3+378.54
11. Total Deductions (11) 46.373.51
12. Net Value of Tax Return C12) 373,986.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
tate Subject to Tax
f E
t V
l C14) 373,986.97
14. ue o
s
Ne
a
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. ~4mount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
(15) ' 00 X
C16) 373,986.97 X
c17) • 00 x
rate C18) • 00 X
00 _ .00
045_ 16,829.41
12 _ .00
15 _ .00
C19)= 16,829.41
~~ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTERESTlPEN PAID C-) AMOUNT PAID
10-02-2008 CD010366 731.25 13,893.75
04-03-2009 CD011078 .00 2,204.41
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 16,829.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE