HomeMy WebLinkAbout01-25-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~i +~. zT~'~~/i'P~CIC,'tJ~~LLOWANCE DR DISALLDWANCE
INHERITANCE TAX DIVISION ~ r"`.+••,`erF ~[.D~4~~~1DN$ AND ASSESSMENT DF TAX
PO 80X 280601 i~~!'•J t L~i +.,~~~ :~1~ _ ~J
HARRISBURG PA 17128-0601
ZOl2 JAN 25 PM !~ 3~
QRPHAN'S Ct~JRT
JOEL R ZULLINGER a~.~ {~}, PA
STE 200
14 N MAIN ST
CHAMBERSBURG PA 17201-1814
Pennsylvania ~~~-
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 01-16-2012
ESTATE OF SHERMAN ROY E
DATE OF DEATH 02-05-2011
FILE NUMBER 21 11-0221
COUNTY CUMBERLANp
ACN 101
APPEAL DATE: 03-16-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS E'--~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHERMAN ROY EFILE N0.:21 11-0221 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 55,04 9.07 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,500.00 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
'00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,644.26
6. Jointly Owned Property (Schedule F) (6) 18, 603.19
7. Transfers (Schedule G) (7) 156,267.52
8. Total Assets (8) 243.064.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19.033.6 5
10. Debts/Mortgage LiabilitieslLiens (Schedule I) (10) 44 9.5 7
11. Total Deductions (11) 19,483.22
12. Net Value of Tax Return (12) 223,580.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 223,580.82
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 77~. 80.87 x 045 = 10,061.14
17. Amount of Line 14 at Sibling rate (17) _(1D X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due (19)= 10, 061.14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-22-2011 CD014357 450.00 8,550.00
08-22-2011 CD014887 .00 1,061.14
TOTAL TAX PAYMENT 10,061.14
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
~ 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.