HomeMy WebLinkAbout06-01-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
M T BANK
ATTN JANE F BURKE
1 W HIGH ST
CARLISLE
~, . ~ -,.-,~N~~ INHERITANCE TAX
~ LOWANCE OR DISALLOWANCE
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~;~~~,~~D~Q~tCl, ~, S AND ASSESSMENT OF TAX
Pennsylvania ~~"~r its
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-1ll
L~fiZ J~N " ~ `tr ~~' ~~ DATE 05-28-2012
ESTATE OF ZIEGLER ANNA C
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,~~~~~~ DATE OF DEATH 03-16-2011
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~~'~' ~L(Rr. FILE NUMBER 21 11-0507
~,~ ~}; COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2012
(See reverse side under Objections)
PA 17013-2951 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 ~
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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: ZIEGLER ANNA (FILE N0.:21 11-0507 ACN: 101 DATE: 05-28-2012
TAX RETURN WAS: (X) 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) (2) 18 3,054.34 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) 61,975.48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 121 , 270 .86
8. Total Assets (8) 516 , 300.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 36.4 43.46
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 9.301.33
11. Total Deductions (11) 45,744.79
12. Net Value of Tax Return C12) 470,555.89
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 470,555.89
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t 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 (16) 46f; , r, rri - 89 X 045 = 21 , 085.02
17. Amount of Line 14 at Sibling rate (17) DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 2, 000.00 X 15 - 300.00
19. Principal Tax Due (19)= 21,385.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
06-13-2011 CD014561 921.05 17,500.00
12-15-2011 CD015332 .00 2,963.97
TOTAL TAX PAYMENT 21,385.02
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. n /~
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