HomeMy WebLinkAbout04-23-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~,r~~,,,~,~ NOTICE OF INHERITANCE TAX
`A++'RRkRi~~~~~,h~'E~l!;~~; OWANCE OR DISALLOWANCE
f-~b:~.,_',D~DiJ£T:~Q .'~~ AND ASSESSMENT OF TAX
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JOEL R ZULLINGER ~- `~,~i
ZULLINGER DAVIS
14 N MAIN ST STE 200
CHAMBERSBURG PA 17201
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-19-2010
ESTATE OF DAIHL VELVA D
DATE OF DEATH 08-01-2009
FILE NUMBER 21 09-0787
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-18-2010
(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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAIHL VELVA DFILE N0.:21 09-0787 ACN: 101 :DATE: 04-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •~ ~ NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •~ ~ =submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ t:ax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 65,232.70
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) _ 65,232.70
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 11.2 6 8.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,418.61
11. Total Deductions C11) 13,687.28
12. Net Value of Tax Return (12) 51 , 545.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13] 4 8,5 4 5.4 2
14. Net Value of Estate Subject to Tax (14) _ 3, 000.00
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. Amount 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 rate
19. Principal Tax Due
TAX CREDITS:
cls) .00 X 00 =• .00
c16) .00 x 045 =° .00
c17) . oo x 12 = . 00
cls) 3, 000.00 X 15 =~ 450.00
C19)=~ Gin nn
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-29-2009 CD011919 1.45 27.50
10-29-2009 CD011920 21.05 400.00
TOTAL TAX PAYMENT 450.00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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