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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
- _ ,,_NOTICE OF INHERITANCE TAX
APPRATSEMENT, ALLOWANCE OR DISALLOWANCE
_ OF DEDUCTIONS AND ASSESSMENT OF TAX
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153 KINGSWOOD DRIVE
HARRISBURG PA 17112-3748
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 08-23-2010
ESTATE OF ZEEB ELLA C
DATE OF DEATH 12-12-2009
FILE NUMBER 21 10-0056
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(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_ ~- -
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZEEB ELLA (FILE N0.:21 10-0056 ACN: 101 ------------------
OR
DATE: 08-23-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 5,7 9 3.0 8 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Dwned Property (Schedule F) (6) 325, 545.48
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 331 , 338 .56
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17,2 4 6.7 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,116.8 9
11. Total Deductions (11) _ 23,363.67
12. Net Value of Tax Return C12) 307, 974.89
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax C14) 307,974.89
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) 307 , 974 _ 89 x 045 = 13 , 858 .87
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 13,858.87
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMDUNT PAID
03-11-2010 CD012441 692.94 14,846.35
TOTAL TAX PAYMENT 15,539.29
BALANCE OF TAX DUE 1,b80.42CR
INTEREST AND PEN. .00
TOTAL DUE 1,680.42CR
* 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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REV-1470 EX (01-10)
enns~ lvania
~ p y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po BoX 2soso~
DECEDENT'S NAME FILE NUti1BER
Ella Zeeb 2110-0056
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
J I-3 Changed tax rate from 15 percent to 4.5 percent since a son in law is; a lineal beneficiary.
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