HomeMy WebLinkAbout04-16-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~., ,~, NOTICE OF INHERITANCE TAX
d~d~~M-T~A~ ~LOWANCE OR DISALLOWANCE
_~~F: ~1~DU:Cj,~gNS AND ASSESSMENT OF TAX
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JEFFREY N YOFFE ES ~-- - -1~- ~~,
YOFFE K YOFFE
214 SENATE AVE STE 40
CAMP HILL PA 17011
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-12-2010
ESTATE OF BICHNER JR HARRY G
DATE OF DEATH 07-22-2009
FILE NUMBER 21 09-0699
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BICHNER JR HARRY GFILE N0.:21 09-0699 ACN: 101
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OR
DATE: 04-12-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 11 , 349.96 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14, 000.00
6. Jointly Owned Property (Schedule F) C6) 247, 784.00
7. Transfers (Schedule G) C7) 3, 084.83
8. Total Assets c8) 276 , 218.79
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.8 8 6.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,38 4.9 2
11. Total Deductions C11) 16,271.34
12. Net Value of Tax Return C12) 259, 947.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 259, 947.45
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 259 . 947 . 4~ X 045 = 11 , 697.64
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 11 , 697.64
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-12-2009 CD011854 584.88 11,112.76
TOTAL TAX PAYMENT 11,697.64
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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