HomeMy WebLinkAbout01-08-10_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ^~~~~~~ •' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~i -Q~ ~E~(1C~'ONS AND ASSESSMENT OF TAX
PO BOX 280601 ._ ,,,, ~ ~ "~ iL, ~ r
HARRISBURG PA 17128-0601 •`••-
2010JA~! -8 Pry !: - 7
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JOEL R ZULLINGE~~-~~~~~.~~'~~`~'~U~~~
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ZULLINGER DAVIOS
14 N MAIN ST STE 200
CHAMBERSBURG PA 17201
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 12-28-2009
ESTATE OF STARRY RUTH L
DATE OF DEATH 04-09-2009
FILE NUMBER 21 09-0408
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-26-2010
(See reverse side under Objections)
Asount Reeitted
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 C12-09) NOTICE OF INHERITANCE TAX APPR
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AISEM _
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ENT, ALLOWANCE ___________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: STARRY RUTH LFILE N0.:21 09-0408 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 14 0,14 3.15 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Qp credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) c5) 6,915.24
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets c8) 147,058.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) .007.6 7
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 4.4 61.45
11. Total Deductions X11) 27,469.12
12• Net Value of Tax Return X12) 119,589.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) _ 119,589.27
NOTE: If an assesssent 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 C16) 7 1 9 . X89. 7 x 045 = 5, 381 .52
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 = .00
19. Principal Tax Due C19)= 5,381.52
TAX CREDITS:
nc~.car i DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07 06 2009 CD011453 269.08 5,112.45 ~
TOTAL TAX PAYMENT 5,381.53
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~ Q