HomeMy WebLinkAbout04-08-11_ NOTICE OF INHERITANCE TAX
~ ~` SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL~~%4~~5+ m-.. :' T'~',1C."~~
INHERITANCE TAX DIVISION ~ _~ , _ : ~ ~TF DEDUCTIONS AND ASSESSMENT OF 'TAX
PO BOX 280601 ~._ ., , ~ .: ,.'; , . ..~.+J
HARRISBURG PA 17128-0601
~ ITT 6 w ~ ~ . :. I Ih, {-.. ~..,
rj_to~~f ~'~~1tVj~~.3 k..,i_1t,~!-`i7^
EDMUND G ~~~~~~ ~~r`=~,"`i i l.,I~~., PA
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043
enns Lvania ~~~ k
P Y ~; ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 03-28-2011
ESTATE OF ZEIGLER MARY JANE
DATE OF DEATH 11-22-2009
FILE NUMBER 21 09-1201
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-27-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOIUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --! R_ETA_IN LOWER POR_TION_ FOR YOUR RE;CO_RDS f~ _ __________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZEIGLER MARY JANE FILE N0.:21 09-1201 ACN: ini nerF. nz_~Q_~n „
TAX RETURN WAS: C X ) ACCEPTED AS FILED ( ) CI-IANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A) (1) 119, 000.00
2. Stocks and Bonds (Schedule B) C2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,15 5.0 2
6. Jointly Owned Property (Schedule F) C6) 10, 172.34
7. Transfers (Schedule G) (7) .0 0
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) _ 133.327.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 9,9 9 7.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12, 071.33
11 . Total Deductions C11) 22, 068.86
12. Net Value of Tax Return (12) 11 1 , 258.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 111 , 258.50
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 1 1 S8 _ 50 x 045 = 5, 006.63
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)= 5, 006 . b3
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-11-2011 CD013899 7b.b6- 5,084.52
TOTAL TAX PAYMENT 5,007.86
BALANCE OF TAX DUE 1.23CR
INTEREST AND PEN. .00
TOTAL DUE 1.23CR
* 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 FDRM FOR INSTRUCTIONS.