HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 57pennsytvania
DEPARTMENT OF REVENUE
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INHERITANCE rax D1v1s1oN OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO 28BS
HARRISBURG PA 17128-0681
DATE 09-22-2014
ESTATE OF ZIMMERMAN DOLORES L
DATE OF DEATH 10-13-2013
FILE NUMBER 21 13-1109
STONE ESQ DAVID H COUNTY CUMBERLAND
414 BRIDGE ST ACN 101
APPEAL DATE: 11-21-2014
NEW CUMBERLAND PA 17070-1927 (See reverse side under Objections)
Amount Remitted E:!-
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 F
RE 1547 EX AF P COS-13} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZIMMERMAN DOLORES LFILE NO. :21 13-1109 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C } 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 Hold Stock/Partnership Interest (Schedule C3 (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/Misc. Personal Property (Schedule E) (5) 208,051 .40
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 34,554.97
8. Total Assets (g} 242.606.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Mist. Expenses (Schedule H) (9)_ 24,362.31
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1g)_ 1x620.44
11. Total Deductions (11} 25,982.75
12. Net Value of Tax Return L12) 216,623.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) - 216,623.62
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 (153 .00 X 00 = r .00
16. Amount of Line 14 taxable at lineal rate (16} 97 6.b9?,.F2 x(5 045 r`. 9 24 06
17. Amount of Line 14 at sibling rake (17). . n❑
18. Amount of Line 14 taxable at collateral rate C18) , DO 00
19, Principal Tax Due 4 9r74wl� 06
TAX CREDITS: ..t� _'� ..
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID °-
DATE NUMBER INTEREST/PEN PAID (-) -n
01-D 9-2014 CD0186 6 -447.37 8,500.00;..., a -r
05-07-2014 CDO19133 .00 SOO;d9- FCrl
O I Cn
w N
TOTAL TAX PAYMENT 9,748.06
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 CCR), YOU MAY BE DUE `
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS. _yf}`