HomeMy WebLinkAbout05-30-14 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 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF ZERBE JEFFREY C
DATE OF DEATH 04-23-2013
FILE NUMBER 21 13-0514
COUNTY CUMBERLAND
ZERBE SUSAN J ACN 101
323 BAILEY ST APPEAL DATE: 07-25-2014
NEW CUMBERLAND PA 17070-1208 (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 4---
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZERBE JEFFREY CFILE NO. :21 13-0514 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 87,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this farm with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 25,412.52
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 5,559.49
S. Total Assets CS) 117.972.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,116.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 86.422.85
11. Total Deductions (11) 88,539.75
12. Net Value of Tax Return (12) 29,432.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 29,432.26
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.ry°_. ::D
ASSESSMENT OF TAX: c s m
15. Amount of Line 14 at spousal rate CIS) • 00 X -e-O •20
16. Amount of Line 14 taxable at lineal rate (16) 99.439-76 X (5_=_ ,32$:4)5
17. Amount of Line 14 at sibling rate (17) -nn X :12 y=r"
18. Amount of Line 14 taxable at collateral rate (18) .00 X !15('—�_-�� .'0'0
19. Principal Tax Due --1 ,324_�q5
TAX CREDITS: p -
PAYMENT RECEIPT DISCOUNT (+) c> - F--+ rn
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-7 IV r
07-15-2013 CDO17897 66.22 2,135.00y 00
TOTAL TAX PAYMENT - 2,201 .22
BALANCE OF TAX DUE 876.77CR
INTEREST AND PEN. .00
TOTAL DUE 876.77CR
+ 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. ((C`UUUaaa\yyy�,,,lll