HomeMy WebLinkAbout07-29-11,r~[~ ~t~~NO~IC~;;~(~F~NHERITANCE TAX
Ap~R~A~'S~MENT; ~t WANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES `r^ ~ t (~
INHERITANCE TAX DIVISION b'~• ~LZ.EDUC.~.ION'~{~J1ND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
- r ~ ~ JUL. ,:. ~.~ 1 ! ~' .,
[~ CL~LpE~RK OF
tOTI^~'I V~+IV~S V/vriJRT A
EDGAR R LUHN III ESQ
480 DOUBLING GAP RD
NEWVILLE PA 17241
I1) 179, 000.00
C2) .00
C3) . DO
I4) . 00
c5) 47,315.00
c6) .00
c7) .00
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZEIGLER FRED AFILE N0.:21 11-0224 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 226,315.00
C9) 27 , 227.00
clo) 1 , 090 . DO
11. Total Deductions C11) 28,317.00
12. Net Value of Tax Return I12) 197, 998.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 197,998.00
NOTE: If an assessment was issued previously, li nes 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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 97 .998 _ 00 x 045 = 8, 910.00
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= $,910.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-11-2011 CD014451 445.50 8,465.00
DATE 07-18-2011
ESTATE OF ZEIGLER FRED A
DATE OF DEATH 02-14-2011
FILE NUMBER 21 11-0224
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 8,910.50
BALANCE OF TAX DUE .50CR
INTEREST AND PEN. .00
TOTAL DUE .50CR
* 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. r,