HomeMy WebLinkAbout05-07-10,~~..,NJ'~.~E OF INHERITANCE TAX
'~'';.,':~~~-~,'S~_ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES r,
INHERITANCE TAX DIVISION '• ~ ;~ " t D.E~i'~~7`IQN$ AND ASSESSMENT OF TAX
PO BOX 280601 ,~'. l.k':~ ~ '~'~ j' `L ` '"
HARRISBURG PA 17128-D601
200 M~~f -7 AM ! ! ~ ~8
CL~F~K ~F
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CHARLES E SHIELD~~.~i'~~`~ ~~
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-D9)
DATE 05-03-2010
ESTATE OF ZUBA JOSEPH S
DATE OF DEATH 12-25-2p08
FILE NUMBER 21 09-0+65
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: p7-02-2010
(See reverse side undelr Objections)
Amount Remitted
MAKE CHECK PAYABLE ANt~ REMIT PAYMENT T0:
REGISTER OF WILLS'
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAIX
ESTATE OF: ZUBA JOSEPH SFILE N0.:21 09-0465 ACN: 101 DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) •Q Q credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .Q ~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •a 0 tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) C5) •a 0
6. Jointly Owned Property (Schedule F) (6) .q 0
7. Transfers (Schedule G) C7) 15, 662.00
8. Total Assets (8) 15,662.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.8 5 1.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 2,851.98
12. Net Value of Tax Return C12) 12, 810.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 12,810.02
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed'. to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) . DD x
C16) 1 2.810.02 X
C17) . 00 X
c18) • 00 x
00 = .00
045 = 576.45
12 = .00
15 = .00
c19)= 576.45
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-18-2009 CD012124 6.63- 604.8
04-26-2010 REFUND .00 21.73-
TOTAL TAX PAYMENNT 576.45
BALANCE OF TAX IMUE .00
INTEREST AND PE~i . . 0 0
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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