HomeMy WebLinkAbout06-15-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOEL R ZULLINGER
STE 200
14 N MAIN ST
CHAMBERSBURG
~f.~i~~AlIJ~~~,JIALLOWANCE TOR DISALLOWANCE
~,~'`-~~~0}~~E~0~{11`~NS AND ASSESSMENT OF TAX
y~, `;"
Pennsylvania ~~. ~~.
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1ll
~~~Z,U~ (~ P~ ~~ 25 DATE 06-11-2012
ESTATE OF SNOKE BETTY J
uL.~' DATE OF DEATH 05-03-2011
~o
t
m
P~'J'+~'S ~~Ft~ FILE NUMBER 21 11-0559
~p
~
u
~
J~~~
~J~PER~ COUNTY CUMBERLAND
.
. ACN 101
APPEAL DATE: 08-10-2012
(See reverse side under Objections)
PA 17201-1814 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 F~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SNOKE BETTY JFILE N0.:21 11-0559 ACN: 701 DATE: n6-Il-~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED 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) 4,4 29.60 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) 41,709.65 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,133.8 2
6. Jointly Owned Property (Schedule F) (6) 2, 730 .85
7. Transfers (Schedule G) (7) 48,773.71
8. Total Assets (8) _ 99.777.63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 9,88 7.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 224.21
11. Total Deductions C11) _ 10, 111 .41
12. Net Value of Tax Return (12) _ 89,666.22
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax (14) 89,666.22
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 ret urns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 89.666-77 X 045 = 4,034.98
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19) = 4,034.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
07-26-2011 (0014774 191.25 3,633.75
01-04-2012 (0015422 .00 209.98
TOTAL TAX PAYMENT 4,034.98
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.