HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES _ ~-~..
INHERITANCE TAX DIVISION ~- I- .O~ H~DU~~~~'bNS AND ASSESSMENT OF TAX
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SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-09)
DATE 03-22-2 10
ESTATE OF ZOOK DORA K
DATE OF DEATH 01-14-2 08
FILE NUMBER 21 08-0 07
COUNTY CUMBERL ND
ACN 101
APPEAL DATE: 5-21-2010
(See reverse side unde Objections )
Amount Remitted ~~
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUA E
CARLISLE PA 170 3
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, ALLOW
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF T
ESTATE OF: ZOOK DORA KFILE N0.:21 08-0207 ACN: 1
-
NCE
X
1
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OR
DATE: 03-22-2010
TAX RETURN WAS: C X ) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NDTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank DepositstMisc. Personal Property (Schedule E) C5) 50,000.0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 D
8. Total Assets 8) 50 , 000.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 0
11 . Total Deductions C 1) 3, 647.00
12. Net Value of Tax Return C 2) 46, 353.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C '3) .0 0
14. Net Value of Estate Subject to Tax C 4) 46,353.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,E 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) 38, 176 .50 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S .176.50 x 45 = 367 .94
17. Amount of Line 14 at Sibling rate C17) -~ ~ X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 5 = .0 0
19. Principal Tax Due C19)= 367.94
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-25-2009 CDOllb57 .00 367.9
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-26-2009
TOTAL TAX PAYM
BALANCE OF TAX
INTEREST AND P
TOTAL DUE
367.94
.00
17.46
17.46
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE~IT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS ORM FOR INSTRUCTIONS.