HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JENNIFER B HIPP
1 W MAIN ST
SHIREMANSTOWN
NOT~~F~ INHERITANCE TAX
~~.~t~~~~OWANCE OR DISALLOWANCE
j~~F;~l~~l~~7`~~,~I~~ AND ASSESSMENT OF TAX
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pennsylvarna ~~ ~~~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
~~!¢~ ~~~ 22 Q~ 111 2~ DATE 06-18-2012
ESTATE OF ZIMMERMAN GERALD R
- DATE OF DEATH 08-24-2011
,~~~~~.I~. ~ ~ FILE NUMBER 21 11-0931
pRPHAN'~ ,vU~~
ry f~~~~~ ~O ~ COUNTY CUMBERLAND
tri- ACN 101
APPEAL DATE: 08-17-2012
PA 17 011 - 6327 (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 ~1 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: ZIMMERMAN GERALD RFILE N0.:91 >>-n9;~ ACN: Int neTF~ nc_la_~nl~
TAX RETURN WAS: C 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) 105,026.77 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) 151 , 191.78 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14 4,2 09.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 15, 757.30
8. Total Assets (8) 416, 185.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 25.64 3.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 104.0 3
11. Total Deductions C11) 25,747.71
12. Net Value of Tax Return (12) 390,437.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 390,437.43
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 (16) X90.437.43 X 045 = 17,569.68
17. Amount of Line 14 at Sibling rate C17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 17,569.68
TAX CREDITS:
r,~rncr/i rcc~.tiri DiSCDUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-17-2011 CD015221 878.48 16,694.85
06-11-2012 REFUND .00 3.65-
TOTAL TAX PAYMENT 17,569.b8
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.