HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX pennsylvania
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BUREAU OF INDIVIDUAL TAXES O .1 ft ONS N ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -. REV-1547 EX AFP COB-13)
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HARRISBURG PA 17128-0601 _ `I .. 1Jl
201� AUG fd 3' Sa DATE 08-11-2014
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ESTATE OF ZIMMERMAN WILLIAM C
DATE OF DEATH 08-04-2013
FILE NUMBER 21 13-0874
ORPHH,N'`J LOIURT COUNTY CUMBERLAND
BOGAR JAMES CUMBERLAND CO., PA ACN 101
1 W MAIN ST APPEAL DATE: 10-10-2014
SHIREMANSTOWN PA 17011-6327 (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 ---- 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZIMMERMAN WILLIAM CFILE NO. :21 13-0874 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 139,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.DB submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 86,697.49
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 863,197.34
8. Total Assets (8) 1 ,089,794.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 44,561 .38
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 44,561 .38
12. Net Value of Tax Return (12) 1,045,233.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,045,233.45
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) I .045.233 45 X 045 = 47,035.51
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 47,035.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-25-2013 CDO18323 2,351 .78 45,069.41
TOTAL TAX PAYMENT 47,421 . 19
BALANCE OF TAX DUE 385.68CR
INTEREST AND PEN. .00
TOTAL DUE 385.68CR
v 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.