HomeMy WebLinkAbout04-24-08 Ilk
COMMONYIEALTH OF PENNSYLVANIA , REV-1162 EXI11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES Wr
DEPT.280601
HARRISBURG,PA 17128.0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 009612
ZIMMERMAN PAUL C
4770 AUGUSTA DRIVE
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- tole ----------
101 $557.94
ESTATE INFORMATION: SSN: 205-14-5350 `
FILE NUMBER: 2107-0476
DECEDENT NAME: ZIMMERMAN KENNETH W
DATE OF PAYMENT: 04/24/2008
POSTMARK DATE: 04/23/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 04/22/2007
TOTAL AMOUNT PAID: $557.94
REMARKS: RECEIPT TO ATTY
CHECK# 127
INITIALS: WZ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS r
w
REGISTER OF WILLS
McNees Wallace & Nurick LLC
attorneys at law
MEMORANDUM
VIA CERTIFIED MAIL
TO: Cumberland County Register of Wills
FROM: Elizabeth D. Lewis E-MAIL: elewis @mwn.com
RE: Estate of Kenneth W. Zimmerman
DOD: 4-22-2007
File Number: 2107-0476
SUBJECT: Pennsylvania Inheritance Tax
DATE: April 23, 2008
Please find enclosed a check in the amount of$557.94 for the additional inheritance tax due
for the Estate of Kenneth W. Zimmerman. I have attached a copy of the inheritance tax
appraisement for your reference.
If you require any additional information, please contact me. Thank you.
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Enclosures
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c: Paul C. Zimmerman, (w/o encls.) 'c7�
ioc: Elizabeth P. Mullaugh, (w/o encls.) r) z
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P.O.Box 1166.1 OO PINE STREET•HARRISBURG,PA 17108-1166•TEL:717.232.8000•FAx:717.237.5300•WWW.MWN.COM
COLUMBUS, OH •STATE COLLEGE, PA•LANCASTER, PA• HAZLETON, PA-WASHINGTON, DC
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEXENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
H4RRIS1A1RG PA 17128-0601 REV-1547 EX AFP (06-05)
DATE 04-14-2008
ESTATE OF ZIMMERMAN KENNETH W
DATE OF DEATH 04-22-2007
FILE NUMBER 21 07-0476
COUNTY CUMBERLAND
ELIZABETH P MULLAUGH ACN 101
MCNEES ETAL APPEAL DATE: 06-13-2008
PO BOX 1166 (See reverse side under Objections)
HBG PA 17108 Amount Remitted i
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --W RETAIN LOWER PORTION FOR YOUR RECORDS 4---
-------------•__-____- ----...___---- ---. ._._..---�-_�_-_•---------------
REV-1547 EX AFP CO3-05) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZIMMERMAN KENNETH W FILE NO. 21 07-0476 ACN 101 DATE 04-14-2008
TAX RETURN WAS: C ] ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 153(489.60 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 593,092.06 credit to your account,
submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .Oa tax payment.
S. Cash/Bank Deposits/Mist. Personal Property CSchodule E) (5) 68.243.18
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 116,579.22
8. Total Assets (8)
731,404.06
APPROVED DEDUCTIONS AND EXEMPTIONS: 39,663.07
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Lions CSchodule I) C10) 65,708.89
11. Total Deductions (11) i(L5.371-46
12. Net value of Tax Return (12)
626,032.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 626,032.10
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) 54,392.11 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 571:639.99 X 045 . 25,723.80
17. Amount of Line 14 at Sibling rate (17) .00 X 12 . .00
18. Amount of Line 14 taxable at Collatersl/Class B rate (18) 00 X 15 .
19. Principal Tax Due19)_ 5,7 {*
PAYMENT RECEIPT -DISCOUNT + AMOUNT PAID raj '7n '
07-11-2007 CDO08388 INTEREST/PEN 1,157.89 22,000.00-- 4=
01-17-2008 (0009190 .00 2,018.27-.
CI7 'f-i1
INTEREST IS CHARGED THROUGH 04-29-2008 TOTAL TAX CREDIT + 25,1, 6.16
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 945.64
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.30.
TOTAL DUE 557.94 -
■ IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN O1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)