HomeMy WebLinkAbout08-24-12 (2)~'~/~/~ ~~nnrr ~~`~`NOTICE OF INHERITANCE TAX
BUREAU DF INDIVIDUAL ~FRL. LIB ~RlCP47s£MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX OIVISIDN ~ --. ,; t11~{R SEDUCTIONS AND ASSESSMENT DF TAX
PU BOX 280601 rt(.',~' _ ti...~.
HARRISBURG PA 1]128-0601
pennsylvania ~
DEPARTMENT OF REVENUE
REV-154] E% AFP (12-ill
~{2 AUK 24 Ahi II~ 3;, DarE DB-20-zolz
ESTATE OF ZIMMERMAN EMMA
' DATE OF DEATH 07-28-2011
OlsPriA,l~l~~ vi~l~~~ FILE NUMBER 21 11-1040
HAMILTON C ~bI~RLAND CO., PA COUNTY CUMBERLAND
STE 6 ACN 101
APPEAL DATE: 10-19-2012
20 E BURD ST (See reverse side under Objections)
SHIPPENSBURG PA 17257-1328 Amount Remitted ~---~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR REC O
RDS (--~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEME _
NT, ALLOWANCE
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: ZIMMERMAN EMMA FILE N0.:21 11-1040 ACN
: 101 DATE: 08-20-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Sehetlule B) NOTE: To ensure proper
(2)
3
C ,00 cretlit to your account,
.
losely Heltl Stock/Partnership Interest CS<h¢tlule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schetlule D)
(4)
.00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schetlule E) (51
58,851.48 Yax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schetlule G) (7) 56,000.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 114.851 48
9. Funeral Expenses/Atlm. Costs/Misc. Expanses (Schedule HJ 7
g
r
(g)
10. Debts/Mortgage Liabilities/LSens (Schedule I) (10) ,
D
.~O
40.000 00
11. Total Deductions
12. Net Value of Tax Return [11J 47,805.50
13. Charitable/Governmental Bequests; Non-electetl 9113 Trusts (Sehetlule (12)
J) 67,045.98
14. Net Value of Estate Subject to Tax (13)
.00
(14) _ 67.045.98
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
d
reflect figures that include the total of ALL returns , ,
an
19 will
ASSESSMENT OF TAX: assessed to date.
15. Amount of Lina 14 at Spousal rate C15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rake (16)
A7 .
7(
OL•r .00
_
.
17. Amount of Line 14 at Sibling rate , 9R X 045 =
3,017.07
nn nn x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00
15 =
19. Principal Tax Due 7( .00
TAX CREDITS: C19) = 3,017.07
PAYMENT
DATE
05-01-2012
08-13-2012 RECEIPT
NUMBER
CD015927
SBADJUST DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
AMOUNT PAID
3,017.07
74
t IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 3,017.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRT, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, lJA