HomeMy WebLinkAbout08-13-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES APPRAI~EFIEI~T,~, d4LL0.WANCE OR DISALLOWANCE DEP,4RTMEN70F REVENUE
INHERITANCE TAX DIVISION OF DE~UCTxONS ANi~. ASSESSMENT OF TAX REV-1547 EX AFP t12-09)
PO BOX 280601 _. ~ _
HARRISBURG PA 17128-0601
~~~~~~ ~~ ~~~~~~, DATE 08-09-2010
TATE OF ZEIGLER WILLIAM N
DATE OF DEATH 11-20-2009
~~' F~ "~~ ~~~'~ FILE NUMBER 21 09-1129
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~,f~-~ COUNTY CUMBERLAND
BRUCE S ALLEN ESQ ~` ~? '
-~~- ~a ACN 101
175 BUSTLETON PIKE APPEAL DATE: 10-08-2010
F E A S T E R V I L L E P A 19 0 5 3 (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: ZEIGLER WILLIAM NFILE N0.:21 09-1129 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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) (2) 11 , 851.00 credit to your account,
.00 :submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 198,476.47
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 31 , 035.00
8. Total Assets (8) _ 241 , 362.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.8 7 8.$ 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,3 36.0 0
11. Total Deductions C11) _ 8,214.84
12. Net Value of Tax Return (12) _ 233, 147.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) _ .0 0
14. Net Value of Estate Subject to Tax t14) _ 233, 147.63
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:
(15) .00 X 00 = .00
(16) X3.147.63 x 045 = 10,491.64
tls) .00 X 15 = .00
t19)= 10 , 491 .64
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-16-2010 CD012351 500.00 9,500.00
05-14-2010 CD012760 .00 516.64
TOTAL TAX PAYMENT 10,516.64
BALANCE OF TAX DUE 25.000R
INTEREST AND PEN. .00
TOTAL DUE 25.000R
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" 1:CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, ti,-:'~V~
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