HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ AP_PRAISEMENr,. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx DIVISION OF 'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .. .
HARRISBURG PA 17128-0601 _.~ ~. -
2~#~~~~ 16 P~ I~ ~3
OF~pa,;~r~t ~ ~`^~!~T
JOEL R ZULLINGER
ZULLINGER B DAVIS~~~~t~~~ `~ ''-~ ~`~/"~" ~~~
14 N MAIN ST STE 200
CHAMBERSBURG PA 17201
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-08-2010
ESTATE OF BEYERS MARY L
DATE OF DEATH 01-22-2009
FILE NUMBER 21 09-0098
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(See reverse side under Objections
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR
------------------------- YOUR RECORDS F- -
------------------ - ______________
---
-----------------
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BEYERS MARY LFILE N0.:21 09-0098 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED [ ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A) (1) 139,275.65 NOTE: To ensure proper
. (2) 197,999.28 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
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) 30,29 0.25
6. Jointly Owned Property (Schedule F) (6) 5,272.50
7. Transfers (Schedule G) (7) .00
cs) 372,837.68
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 38.4 31.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,169.96
C11) 41,601.84
11. Total Deductions 331 , 235.84
12. Net Value of Tax Return (12) 2 6
519
6
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
,
(14) 324,716.58
14. Net Value of Estate Sub]ect to Tax
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.
ASSESS MENT OF TAX:
00
00
= .00
15. Amount of Line 14 at Spousal rate (15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3 4.716.58_ X 045 = 14,612.25
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
(19)= 14,612.25
19. Principal Tax Due
~T~_
^^ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-16-2009 CD011132 675.00 12,825.00
08-13-2009 CD011626 .00 1,112.25
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
14,612.25
.00
.00
.00
^ 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.