HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX , . pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX __..
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-21-2014
ESTATE OF ZEIDERS DONALD D
DATE OF DEATH 07-03-2013
FILE NUMBER 21 13-0766
COUNTY CUMBERLAND
HOWELL ESQ STEVEN ACN 101
619 BRIDGE ST APPEAL DATE: 06-20-2014
NEW CUMBERLAND PA 17070-1933 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE ---- --► --RETAIN LOWER PORTION FOR YOUR RECORDS--------------------------
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZEIDERS DONALD DFILE NO. :21 13-0766 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS: ( 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) .00 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) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 268,938.98
6. Jointly Owned Property (Schedule F) (6) 25,000.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 293,938.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 18,019.99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,140.29
11. Total Deductions (11) 22, 160 .28
12. Net Value of Tax Return (12) 271,778.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 271,778.70
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 0 ll
reflect figures that include the total of all returns assessed to E19te. s = m
ASSESSMENT OF TAX: c 0. r�*•Ot n
15. Amount of Line 14 at spousal rate (15) .00 X 00 X = -0 . 0 g-
16. Amount of Line 14 taxable at lineal rate (I6) 271 .77R-70 X 045 €r1 = CJ
17. Amount of Line 14 at sibling rate (17) .00 X 12 P frl
P m 1._,. 0 p
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 =� Cf) �00'. p
19. Principal Tax Due (197 12,230. 04-n n
TAX CREDITS: C7 G C;
PAYMENT RECEIPT DISCOUNT (+) ~ r- M
AMOUNT PAID - F-'A
DATE NUMBER INTEREST/PEN PAID L1 (n O
12-12-2013 CDO18521 .00 12,230.04 p 'Ti
TOTAL TAX PAYMENT 12,230.04
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 DUE `
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.