HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX — REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-29-2014
ESTATE OF ZIMMERMAN THELMA J
DATE OF DEATH 08-06-2012
FILE NUMBER 21 13-0379
COUNTY CUMBERLAND
MCDONALD ESQ KATHERINEL
ACN 101
2132 MARKET ST APPEAL DATE: 11-28-2014
CAMP HILL PA 17011-4706 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT- -
ALONGTHIS LINE � RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS ♦—
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: .ZIMMERMAN THELMA JFILE NO. :21 13-0379 ACN: 101 DATE: 09-29-2014
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) 3 0,27 7.79 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 22,588.40
6. Jointly Owned Property (Schedule F) (6) 6,400.41
7. Transfers (Schedule G) C7) 37,902.79
8. Total Assets (8) 97,169.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,379.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 22,772. 11
11. Total Deductions C11) 37,151 .39
12. Net Value of Tax Return C12) 60,018.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 60,018.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/off 19 will
reflect figures that include the total of all returns assesseg to datcLi� 1-0rn
ASSESSMENT OF TAX: « n
15. Amount of Line 14 at spousal rate C15) .00 )poi = CH C.)00
6n.n1R_00 f'T
16. Amount of Line 14 taxable at lineal rate (16) X� C— 2, a07 81
17. Amount of Line 14 at sibling rate C17) n0C„lfi !: 0 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X'1(5'. -_ ,00
19. Principal Tax Due `ry C 11) 'T7 2 10'
D.1 81
TAX CREDITS: C_ T" .
PAYMENTRECEIPT DISCOUNT (+) w
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID •"J
04-03-2013 CDO17395 .00 3,100.00 -�.l o
TOTAL TAX PAYMENT 3,100.00
BALANCE OF TAX DUE 399. 19CR
INTEREST AND PEN. .00
TOTAL DUE 399. 19CR
* 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.