HomeMy WebLinkAbout03-19-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~k~~t~kT-SIT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ OEF Z,1~6DU_CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ 7 „ ~ t ~ ~~,~> . ~ ,. ;" ,:
HARRISBURG PA 17128-0601
210 MAR ! 9 P~ I ~ 3~
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JOEL R ZULLING~~~~~~ ~~ '' ~~`~~: PA
ZULLINGER DAVIS
14 N MAIN ST STE 200
CHAMBERSBURG PA 17201
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-D9)
DATE 03-15-2010
ESTATE OF KOSER JR GUY W
DATE OF DEATH 02-13-2009
FILE NUMBER 21 09-0253
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-14-2010
(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- T_H I S L I NE - - _ ~--- R_ ETA_ I N LOWER POR_ TI ON_ FOR YOUR RECO_ RDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOSER JR GUY WFILE N0.:21 09-0253 ACN: 101 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
OR
DATE: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 233,000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,74 7.2 7
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 235, 747.27
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 5.0 4 4.5 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 88.773.50
11. Total Deductions C11) 93,818.06
12. Net Value of Tax Return C12) 141 , 929.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 141 , 929.21
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .n 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 141 , 929.21 X 15 - 21 , 289.38
19. Principal Tax Due (19)= 21 , 289.38
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-04-2009 CD011710 .00 17,867.00
09-08-2009 CD011711 .00 3,422.38
TOTAL TAX PAYMENT 21,289.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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. ~/
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