HomeMy WebLinkAbout07-22-05
07-25-2005
ZIMMERMAN
02-12-2005
21 05-0162
CUMBERLAND
101
APPEAL DATE: 09-23-2005
( See reverse side under Objections)
Amount Remitted I I
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 _
REy:is47-Ex-AFP-io3:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLAYTON E FILE NO. 21 05-0162 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
pc('nonCr"1 nr=f1rr: nr NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES:/<,' ),':' ,~PP.AISEMENT, ALLOWANCE OR DISALLOWANCE
INtERITANCE TAX DIVISION i ,,--' ..' 'OF DEDUCTIONS AND ASSESSMENT OF TAX
PO Bax Z80601 .. c
HARRISBURG PA 17128-0601
Z0rys .P)L 2? p~'\ ') ?8
- __ .. .:.' L
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
C:_~G!< n~
nr~,~,' ..
('!
WENGER ESQ
nr
THOMAS L
WIX ETAL
PO BOX 845
HBG
PA 17108-0845
ESTATE OF
ZIMMERMAN
*'
REY-1547 EX AFP (06-05)
CLAYTON
E
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
DATE 07-25-2005
I~ an asses~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousel I"&t. (15)
16. Amount of Line 14 taxable .t Lineal/Class A I".t. (16)
17. Amount of line 14 .t Sibling rat. (17)
18. Amount of Lin. 14 taxable at Collateral/Class Brat. (18)
19. Principel Tax Due
ns:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks _ Bonds (Schedule BI
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposlts/Hlsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule 6)
8. Total Assets
(11
(21
(31
(41
(51
(61
(71
.00
46.880.63
.00
.00
67.970.90
.00
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Lions (Schedule II
11. Total Deductions
12. Net Value of Tax R.turn
13. Charltable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Est.t. Subject to Tax
(91
1101
18,010.81
176.87
llll
(121
(131
1141
NOTE:
.00
96,663.85
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
+
AMOUNT PAID
3,800.00
349.88
DATE
04-27-2005
06-23-2005
IM1BER
CD005264
CD005490
INTEREST/PEN PAID (-I
200.00
.00
~.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
1191=
NOTE: To insure proper
credit to your account I
subni t the ...per portion
of this for. with your
tax peyment.
114,851.53
19.197 (jR
96,663.85
.00
96,663.85
.00
4,349.87
.00
.00
4,349.87
4,349.88
.01CR
.00
.0ICR
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I