HomeMy WebLinkAbout11-10-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES �y OF _DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIV E C O R D D OfC FIC E O REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 R E G I S T F R O F WILLS
ii DATE 11-10-2014
L?U11 NOU 10 PM 12 54 ESTATE OF ZEIGLER RONALD P
DATE OF DEATH 01-14-2014
C LP FILE NUMBER 21 14-0077
ANDES ORP�kLl(- LCCI ,T COUNTY CUMBERLAND
ACN 101
525 N 12TiOM,BERL/.`;'. "" , -A APPEAL DATE: 01-09-2015
L E M O Y N E PA 17043-1245 (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: ZEIGLER RONALD PFILE NO. :21 14-0077 ACN: 101 DATE: 11-10-2014
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 Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 32,822.48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 92,771.52
8. Total Assets (8) 125,594.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9, 103.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 22,044. 14
11. Total Deductions (11) 31,147.90
12. Net Value of Tax Return (12) 94,446.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 94,446. 10
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 C16) 94.444- In X 045 = 4,250.07
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)= 4,250.07
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-10-2014 CDO18999 210.53 4,000.00
07-10-2014 CDO19402 .00 39.54
TOTAL TAX PAYMENT 4,250.07
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 fMAYBE DUE
4\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.