HomeMy WebLinkAbout01-30-12r OF INHERITANCE TAX Pennsylvania ~
APPRAI~~~ f~l~l'~1~11~E OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~'~`.~,,-...r DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF unru#~I1DN$ ;,~ ASSESSMENT DF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 " r + r t.,a.,r
HARRISBURG PA 17126-0601
~~~~~'"~~~ 30 P~'~ ~~; j DATE 01-30-2012
ESTATE OF RODDICK ARLENE W
JOEL R ZULLINGER
SUITE 200 14 N MAIN STR
EET
~~(~ Q~ DATE OF DEATH C15-06-2010
ORPr{,gNa COUAr FILE NUMBER 21 10-0677
C(IMBfi,~t ,yf4!~l ~~ pA COUNTY CUMBERLAND
ACN ]O1
CHAMBERSBURG PA 17201
APPEAL DATE: 03-30-2012
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF~ WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RODDICK ARt_FNF wFILE NO_:9I in-nA77 er_N~ lnl neTF. ni_zn_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 28 4,98 2.07 credit to your account,
3. Closely Held Stock/Partnership Interest cSchedule C) {3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 00.00
6. Jointly Owned Property (Schedule F) (6) 8,317.78
7. Transfers cSchedule G) (7) .0 0
e. Total Assets c8) 443.699.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 16,4 73.66
30. Debts/Mortgage Liabilities/Liens cSchedule I) (10) .0 0
11. Total Deductions C11) 16,473.66
12. Net Value of Tax Return (12) 427,226.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to lax (14) 427,226.19
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) 55, 144.88 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 366.b81.31 X 045 = 16,500.66
17. Amount of Line 14 at Sibling rate C17) 5.400.00 X 12 = 648.00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 17, 148.66
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-17-2011
,148.
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-18-2011 TOTAL TAX: PAYMENT 17,148.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. 184.21
TOTAL DUE 184.21
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.