HomeMy WebLinkAbout06-12-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOEL R ZULLINGER
STE 200
14 N MAIN ST
CHAMBERSBURG
NOTI#C~E OF INHERITANCE TAX
- - '~~`~o AND ASS SSMENT LOF WTAX E
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-1ll
2~i2 ~ft~' ~ ~~'`; ~~ DATE 06-05-2012
[ u ESTATE OF WADEL HELEN E
DATE OF DEATH 09-07-2011
Cr~f; r•,r
(,~~c,i~C, ~~" FILE NUMBER 21 11-1115
~ry+~O~R~f-1~1J {,CryniJ~RT COUNTY CUMBERLAND
ulJ~(~tu.rYV~ vtJ., p>~ ACN 101
APPEAL DATE: 08-04-2012
(See reverse side under Objections)
PA 17201-1814 Amount Remitted --1
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 F~
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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: WADEL HELEN EFILE N0.:21 11-1115 ACN: 101 DATE: o6-ns-~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) 6 6,202,57
6. Jointly Owned Property (Schedule F) (() .0 0
7. Transfers (Schedule G) (7) 43,455.64
8. Total Assets (8) 109 , 658.21
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 9.977. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 12.092.6 7
11. Total Deductions (I1) 22,064.17
12. Net Value of Tax Return (12) 87,594.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 87,594.04
NOTE: If an assessment was issued previously,
reflec t figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 X
(16) _ 00 X
nn _ nn x
c18) 87,594.04 x
00 - .00
045 = .00
12 = .00
15 - 13,139.11
(19)= 13, 139.11
Ktctlri DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11 25 2011 CD015262 656.96 12,482.16
TOTAL TAX PAYMENT 13,139.12
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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. ^ (1