HomeMy WebLinkAbout08-06-12(~77(( (`~(t ('`~'~~i NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL [lU'LL1 `-~" ^~"^"EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE j,J
INHERITANCE TAX DIVISION ~~(+i(~'Yf' ~ ~'.(. ?ll~~ SEDUCTIONS AND ASSESSMENT DF TAX REV-1547 D( AFP (12-11)
PO 80X 280601 ~Jf ~~' "~
HARRISBURG PA 17128-0601
Zdt2 AUG -6 PM i ~ ~~
,•~•
pRPHAYN~'S COURs
MARVIN BESH~~~~~"
130 STATE STREET
PO BOX 946
HARRISBURG PA 17108-0946
DATE 07-30-2012
ESTATE OF ZIMMERMAN ARTHUR A
DATE OF DEATH 06-24-2011
FILE NUMBER 21 11-0725
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2012
(See reverse side under.Objectio»s)
A~ount Reatitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~! RETAIN LOWER PORTION FOR YOUR RECORDS
----------------------------------------------------------- ~"--
------
------------------
---------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APP RAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZIMMERMAN ARTHUR AFILE N0.:21 11-0725 ACN: 101 DATEz 07-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estate CSchadula A) (1) 19,500.D0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule H) (2)
,00
credit to your account,
00 submit the upper portion
3. Closely Hald Stock/Partnership Interest CSchadula C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DO tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 8,720.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 28,220.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H) (g) 1.67 1.82
10. Debts/Mortgago Liabilities/Liens (Schedule I) (10) 79.85 8.17
11. Total Doductions C11) 93,529.99
12. Nat Yalue of Tax Return (12)
65,309.99-
'13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14). 65,309.99-
NOTE: If an assess~ent was issuedpreviouslY, 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 7( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rata (16) .DO x 045 ` .00
17. Amount of LSna 14 at Sibling rate CL7) _Iln X 12 .00
18. Amount of line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .DO
19. Principal Tax Dua (19)= .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) gMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
1
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.