HomeMy WebLinkAbout07-10-12 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 1]128-0601
HUBERT X GILROY
10 E HIGH ST
CARLISLE
NOTICE OF INHERITANCE TAX
A ~ANCE OR DISALLOWANCE
`` ASSESSMENT OF iAX
Pennsylvania
DEPARTMENT OF REVENUE
REV-154] EX AFP (12 -11)
1Q11JUL 10 pH12: ~~ DATE o7-oz-zolz
ESTATE OF ZIMMERMAN MARY M
DATE OF DEATH 11-29-2011
. ;-,; ^, -
/y~~~LCi~i'~.. V~ FILE NUMBER 21 11-1297
~^TFI VYY4 ~,Y~Rj COUNTY CUMBERLAND
~,~ ~ ACN 101
APPEAL DATE: 08-31-2012
PA 17013-3015 (See reverse side underObjectians)
Amount Remitted ~--l
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-15 47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: ZIMMERMAN MARY MFILE N0.:21 11-1297 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL. RETURN N0. O1
1. Real Estate (Schedule A) (1] .80 NOTE: To ensu
2.
Stacks one Bonds (Schedule B)
(2)
67,974.87 re proper
credit to your account,
3. Clos¢ly Hele Stock/Partnership Interest (Schedule C) (3) .88 submit She upper portion
4.
Mortgages/Notes Receivable (Schetlule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/MSsc. Personal Property (Schedule E) (5) 119,317.44
6. Jpintly Owned Property (Schetlule F) (5) 25,670.81
7. Transfers (Schetlule G) (7) 494,263.41
8. Total Assets (8) 707.226.53
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H ) (y) 1~. 987.;6987.;6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 2.988.98
11. Total D¢euctions (11) 21,888.26
12. Net Value of Tax Return (12) 685,338.27
13. Charitable/Govarnmenkal Bemuests; Non-elected 9113 Trusts (Schedule J) (13) 1.008.88
14. Nat Value of Estate Subject to Tax (14) 684.338.27
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 (15) . 80 7( 00 - , 88
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6R4 .~~R 77 x 045 = 30,795.22
17. Amount of Line 14 at Sibling rat¢ C17) .80 X 12 = ,08
18. Amount of Lina 14 taxable at Collateral/Class B rate (18) .00 7( 15 - ,88
19. Principal Tax Due (19)= 38,795.22
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-27-2012 CD815628 1,494.90 28,403.19
04-16-2012 CD015854 .00 897 12
06-25-2012 SBADJUST 00
. .O1
TOTAL TAX PAYMENT 30,795.22
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 Dl~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Z