HomeMy WebLinkAbout10-07-11NOTICE OF INHERITANCE TAX ennS
BUREAU OF INDIVIDUAL Taxes ~~(~P~A~-1-IS~! T,~~ALLOWANCE OR DISALLOWANCE p ylvania ~
INHERITANCE TAX DIVISION ~$ AND ASSESSMENT OF TAX
PO BOX 280601 ~,~` I1f1~lI DEPARTMENT OF REVENUE
_ :'i.'.
HARRISBURG PA 17128-0601 ~~ - ~ ` REV-1547 EX AFP C12-10)
c~~~x ~~
JOEL R ZULLINGEI~;( ~~P~ANt~r~ DART
srE 200 F'it ~~ f, , ~%;) PA
14 N MAIN ST
CHAMBERSBURG PA 17201
DATE 09-26-2011
ESTATE OF BERGERON JR ARTHUR W
DATE OF DEATH 02-08-2010
FILE NUMBER 21 10-0327
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-25-2011
(See reverse side under Objections)
A~ount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS LINE _ y --RETAIN-LOWER PORTION FOR YOUR RECORDS ~
------------------- _________
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
-------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BERGERON JR ARTHUR WFILE NO.:
21 10-0327 er_N. ,,,,
TAX RETURN WAS: (X) ACCEPTED AS FILED
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 cSchedule 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)
12• Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
cli) 374.50
c12) 374.50-
(13) . 00
c14) 374.50 -
11. Total Deductions 00
NOTE: If an assess~ent was issued previously, lines 14, 15
reflect figures that include the total of ALL return
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:
DATE I I Laacuunr (+)
NUMBER INTEREST/PEN PAID (-)
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
and/or 16, 17, 18 and 19 will
s assessed to date.
C15) . 00 X
cis) nn X
c17)_ no X
clB) .00 X
C ) rueur_c„
ci) .00
c2) . 00
c3) . 00
c4) .00
c5) . 00
c6) . 00
c7) .00
""`~~~ uy-26-2011
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) .00
(9)- 7 0
C10)
AMOUNT PAID
00 = .00
045 = .00
12 = .00
15 = .00
c19)= .00
TOTAL TAX PAYMENT
BALANCE OF TAX DUE •00
.00
INTEREST AND PEN.
.00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS