HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES A'RPRrA,~1~~1'~E,~j~~lt'tiOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION =QF DE~3t~CTLt~ S~"AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PD BOX 280601 -'..a'v ! L_. , `,,a` ~. '~',:: ~-
HARRISBURG PA 17128-0601
~~~~ MAR 26 ~~ ~2; 4 1 DATE 03-22-2010
ESTATE OF ZULLINGER DOROTHY M
C~~F~ ~ DATE OF DEATH 12-24-2008
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, FILE NUMBER 21 09-0153
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C~~! ,trZ;-r ,,~. r, ,, COUNTY CUMBERLAND
HAMILTON C DAVIS •~ .t, PA. ACN 101
ZULLINGER DAVIS APPEAL DATE: 05-21-2010
20 E BURD ST STE 6 (See reverse sfde under Objections)
SHIPPENSBURG PA 17257 A~eount Renitted ^1
MAKE CHECK PAYABLE AND REM'~IT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZULLINGER DOROTHY MFILE N0 .:21 09-0153 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 MOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ credit to your account,
( 00 submit the Upper portion
3. Schedule
Closely Held Stock/Partnership Interest .
C) (3) of this form with Your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 44,338.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(s) 44.338.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1. 596.2 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4 2, 064.02
11. Total Deductions C11) 43,660.27
12. Net Value of Tax Return C12) 678.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 678.4 9
NOTE: If an assessaent 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) 678.49 x 045 = 30.53
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 - .00
19. Principal Tax Due (19)= 30.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
no_iA_~nno r•nni~y~~ nn xn ~z
TOTAL TAX PAYMENT 30.53
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 F'OR INSTRUCTIONS.
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