HomeMy WebLinkAbout06-07-05
BUREAU OF INDIVIDUAL TAl(J;S'
INtERITANCE TAX DIVISION '
PO BDX 280601
HARRISBURG PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
':APPRAISEHENT, ALLOIIANCE OR DISALLOIIANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
- i
?b
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-07-2005
ZIMMERMAN
01-18-2005
21 05-0091
CUMBERLAND
101
","ount R_itted
,."..
(lPPH/'
GERALD J SH~\'E'fSKI
414 BRIDGE S't
NEW CUMBERLAND PA 17070
*'
REV-1547 EX AFP (03-05)
LUCINDA
R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZIMMERMAN LUCINDA R FILE NO. 21 05-0091 ACN 101 DATE 06-07-2005
TAX RETURN NAS: I X I ACCEPTED AS FILED
I CHANGED
I~ an assessment was issued previously, lines 14, IS and,or 16, 17, 18 and 19 will
re~lect ~igures that include the total ~ abb returns assessed to date.
ASSESSMENT OF TAX:
IS. A.aunt of Line 14 at Spousal rat. (IS)
16. ~ount of Line 14 taxable at Lineal/Class A rat. (16)
17. A.aunt of u.... Iii et SibUng rete 1171
18. ~unt of Line 14 taxable at Collaterel/Class Brat. (18)
19. Principal Tax Due
EDI
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estete ISchedule Al
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Nortgages/Notes RIIC81vable (Schedul_ D)
S. Cash/Benk DeposltsIMisc. 'ersona1 Property [Schedule E)
6. Jointly Owned Property ISchedule FI
7. Transfers (Schedule G)
8. Total Assets
III
121
131
I'll
151
161
171
.00
.00
.00
.00
1 .781. 21
.00
.00
IBI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liebilities/Liens ISchedule II
11. Total Deductions
12. Net V.lue of Tax Return
13. Charitable/80vern.-ntal Bequests; Non-elected 9113 Trusts (Schedule J)
l~. Net Value of Est.te Subject to Tax
191
1101
4,763.16
.00
1111
1121
1131
1141
NOTE:
.00 X
.00 X
.00 X
.00 X
+
INTEREST/PEN PAID I-I
MOUNT PAID
DATE
HIII1BER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
SUD.it the upper portion
of this forn with your
tax paYllent.
1,781. 21
6 763 16
2,981.95-
.00
2,981.95-
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
1191=
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE '-i
A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I ~