HomeMy WebLinkAbout12-19-11 (2)NOTICE OF INHERITANCE TAX penns,/~Van~a ~
~" ~AF?!RRAIS~, id~,C ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ;`~F ~~- DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~OF DETiI~I" ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ " i REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601 " ' --
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JOEL R ZULLINGER~(~" £f -'--; ~ ~~
STE 200
14 NORTH MAIN STREET
CHAMBERSBURG PA 17201
DATE 12-12-2011
ESTATE OF ALLEN RUSSELL H
DATE OF DEATH 01-10-2011
FILE NUMBER 21 11-0837
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-10-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RE(:0_RDS E-- _ _______
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALLEN RUSSELL HFILE N0.:21 11-0837 ACN: 101_ DATE: 12-12-2011
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)
cl) .00
Cz) .00
c3) .00
t4) .00
c5) 4 , 357.14
c6) 2, 631.28
Cn 38,720.57
NOTE: To ensure proper
credit to your account,
sUbmlt the Upper pOrtlOn
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
CB) 45,708.99
~9) ~0.401.~0
clo) 8.175.71
11. Total Deductions C11) 18,577.21
12. Net Value of Tax Return (12) 27, 131 .78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 27.131.78
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 97.11 _7A x 045 = 1,220.93
17. Amount of Line 14 at Sibling rate C17) _no X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 1 , 220.93
TAX CREDITS:
YA7mtN1 RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-28-2011 CD014782 .00 ].,220.93
TOTAL TAX: PAYMENT 1,220.93
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" CCR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.