HomeMy WebLinkAbout08-29-14 NOTICE OF INHERITANCE TAX [,: j pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE \\ DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX L��
INHERITANCE TAX DIVISION
PO BOX 280601 REV-1547 a AFP (08-13)
HARRISBURG PA 17128-0601
DATE 09-01-2014
ESTATE OF ZACK MARIE L
DATE OF DEATH 07-22-2013
FILE NUMBER 21 13-0943
COUNTY 21CUMBERLAND
WALLET DEBRA K ACN 101
24 N 32ND ST APPEAL DATE: 10-31-2014
CAMP HILL PA 17011-2900 (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-LIME ------+► RETAIN LOWER PORTION FOR YOUR RECORDS 4
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZACK MARIE LFILE NO. :21 13-0943 ACN: 101 DATE: 09-01-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 submit the upper portior
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) 365,993.07
6. Jointly Owned Property (Schedule F) (6) 10,489.65
7. Transfers (Schedule G) (7) .00
S. Total Assets (e) 376.482.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 8.155.84
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19.546.54
11. Total Deductions (11) 27,702.38
12. Net Value of Tax Return (12) 348,780.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 348,780.34
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 = a .00
16. Amount of Line 14 taxable at lineal rate (16) 34R 7RO A4 XC'045 = a5,95,;x12
17. Amount of Line 14 at sibling rate (17) - nn x 3 3Z = M ab0
18. Amount of Line 14 taxable at collateral rate (18) .00 X01 Sa = C 'O f_00
19. Principal Tax Due
TAX CREDITS: F-- z rn 5• m m 2
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID Z O
+ O:;u Co 70 4z:)�"+
DATE NUMBER INTEREST/PEN PAID (-) r:D
LO-07-2013 CD 182 22 784.76 15,000. F0-7=c� _n M m -n
*
08-25-2014 REFUND .00 89,�-7, t--� cj
� m
co Cnn o
N `7T
TOTAL TAX PAYMENT 15,695. 12
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. \y