HomeMy WebLinkAbout07-27-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITAN(ftgtX dff fru,E 0 F OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 28 "NO
HARRISBURG rElein:-opp,
Z515 JUL DATE 07-20-2015
09
L ESTATE OF ZEIGLER FREDA M
DATE OF DEATH 12-07-2013
FILE NUMBER 21 13-1311
COUNTY CUMBERLAND
RICH"D C ACN 101
APPEAL DATE: 09-18-2015
MECHANICSBURG PA 17055-6249 (See reverse side under Objections)
Amount Remittedl
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 (11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZEIGLER FREDA MFILE NO. :21 13-1311 ACN: 101 DATE: 07-20-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 149,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 52,821.84 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (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) 362,224.69
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 564,046.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 63,618.89
10. Debts/Mortgage Liabilities/Liens (Schedule 1) CIO) 3,525.96
11. Total Deductions (11) 67,1'44.85
12. Net Value of Tax Return (12) 496,901 .68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 496,901.68
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 (16) 49A,9n1 -6R x 045 = 22,360.58
17. Amount of Line 14 at sibling rate (17) -(10 x 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 22,360.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-24-2014 CDO18805 1,052.63 20,000.00
03-05-2015 CD020311 19.20- 1,360.58
TOTAL TAX PAYMENT 22,394.01
BALANCE OF TAX DUE 33.43CR
INTEREST AND PEN. .00
TOTAL DUE 33.43CR
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.