HomeMy WebLinkAbout10-13-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nrcr'nr)~TIg;VqF iltDtERITANCE TAX
,',[l\9PJ(A'ISenM'/-AltLOWANCE OR DISALLOWANCE
p,::Ol':PED~et:i:O~~ND ASSESSMENT OF TAX
ZOOG OCT 13 AH II: I ()JATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
j')!;, COUNTY
.,' ACN
10-09-2006
ZEIGLER
11-17-2005
21 05-1026
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE3 PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SARA J FILE NO. 21 05-1026 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
ROBERT G FREY
FREY 8 TILEY
5 S HANOVER ST
CARLISLE
CLER',(
Onr" i
('\11 i'"
CUI'
PA 17013
ESTATE OF
ZEIGLER
*'
REV-1547 EX AFP (06-05)
SARA
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-09-2006
) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
1793000.00
.00
.00
.00
425.552.00
.00
.00
(8)
NOTE: To insure proper
credit to your account3
submit the upper portion
of this form with your
tax payment.
6043552.00
Ul)
(12)
(13)
(14)
43.123 00
5613429.00
.00
5613429.00
(9)
UO)
423038.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
5613429.00 X 045 = 25,264.00
.00 X 12 = .00
.00 X 15 = .00
(9)= 253264.00
1.085.00
.~, .._n' "'"..'"...~ l+J AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
02-13-2006 CD006317 13157.89 223000.00
08-22-2006 CDOO7135 2.02- 23164.00
TOTAL TAX CREDIT 253319.87
BALANCE OF TAX DUE 55.87CR
INTEREST AND PEN. .00
TOTAL DUE 55.87CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
~
( IF TOTAL DUE IS LESS THAN $13 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)3 YOU MAY BE ,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)