HomeMy WebLinkAbout08-13-10NOTICE OF INHERITANCE TAX
:~~ ~S4i'`AR;A~:~~I~ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~- ~
INHERITANCE TAX DIVISION ,O F; ~EHUCTION$ AND ASSESSMENT OF TAX
PO BOX 280601 -`'!_ _ _
HARRISBURG PA 17128-0601
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JOEL R ZULLII~~~~R~
STE 200
14 N MAIN ST
CHAMBERSBURG PA 17201
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 08-09-2010
ESTATE OF MATHNA HERBERT D
DATE OF DEATH 11-18-2009
FILE NUMBER 21 09-1093
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-08-2010
(See reverse side under Objections
Amount Remitted ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
-'~ R_ETA_IN LOWER POR_TION_ FOR YOUR
CUT ALONG THIS LINE RECORDS E- _ __ ____________
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MATHNA HERBERT DFILE N0.:21 09-1093 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: (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) (2) 1,9 57.54 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . Hof this form with your
4. Mortgages/Notes Receivable tSchedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) 3 7,391.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets t8) _ 39 , 34$ . 54_
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,5 7 9.2 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) 5,113.31
11. Tcatal Deductions C11) _ 20,692.60
12. Net Value of Tax Return (12) _ 18,655.94
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) t13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 18, 655.94
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:
c15) .00 X 00 _ .00
t16) 1 S , 655.94 x 045 =` 839.52
t17) .00 x 12 = .00
cls) .00 X 15 = .00
C19)=' 839.52
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-18-2010 CD012369 33.75 641.25
05-26-2010 CD012809 .00 164.52
TOTAL TAX PAYMENT 839.52
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" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM IFOR INSTRUCTIONS.