HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION � Vn� REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
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DATE 05-11-2015
Pn 12 17' ESTATE OF ZULLINGER CHLOE
1 DATE OF DEATH 09-15-2011
�.r7 FILE NUMBER 21 11-1057
COULI�LI�R tK_ARI G l� 59- ACNNTY lO1CUMBERLAND
543 kI,fRONT' T } APPEAL DATE: 07-10-2015
cel Ail R I 93 J R G. = PA 17110-1438 (See reverse side under Objections)
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
=- L:..I REGISTER OF WILLS
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CUT ALtN THIS� _LINE -1 R_ETA_IN LOWER PORTION _ FOR YOUR RECORDS E - _ _______________
REV-15 .7 EX � (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZULLINGER CHLOE FILE NO. :21 11-1057 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: ( 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) 199,192.32
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 199,192.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23,548.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,689.68
11. Total Deductions (11) 31,238.36
12. Net Value of Tax Return (12) 167,953.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 167,953.96
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 147.99;3-9g, X 045 = 7,557.93
17. Amount of Line 14 at sibling rate (17) on X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,557.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-12-2014 WRITEOFF .00 393.54
11-19-2014 CDO19952 156. 18- 8,102.07
TOTAL TAX PAYMENT 7,945.89
BALANCE OF TAX DUE 387.96CR
INTEREST AND PEN. .00
TOTAL DUE 387.96CR
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. \�