HomeMy WebLinkAbout12-17-10^~ ~.,~ r; ,~ NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~-;-, =' :- ~ ` 'DF`,'pI6~UCTI ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ '` ~'{"'`' ~-'' ' '` ' i i. ~..i
HARRISBURG PA 17128-0601
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JOEL R ZULLI ~~~~``~t~' '~~ •~"~
STE 200
14 N MAIN ST
CHAMBERSBURG PA 17201
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DEPARTMENT OF REVENUE
REV'-1547 EX AFP C12-09)
DATE 12-13-2010
ESTATE OF FUNK ELDON E
DATE OF DEATH 03-30-2010
FILE NUMBER 21 10-0478
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-11-2011
(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 f--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FUNK ELDON EFILE N0.:21 10-0478 ACN: 101
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OR
DATE: 12-13-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 123, 751.68 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Mist, Personal Property (Schedule E) (5) 18, 000.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 141 , 751 .68
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.9 9 3.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 4,993.50
12. Net Value of Tax Return C12) 136, 758.1$
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 136,758.1$
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 C15) 136,758.18 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _D ~ X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.