HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~P-Pl~~`~~Ei~tENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ - - O~ ~D~'bUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~.,-. -
HARRISBURG PA 17128-0601
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ANDREW C SH~llY` `€~Q ;~` ~`~'i (~;.~~
127 S MARRKET ST
PO Box 95
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE r
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REV-1547 EX AFP C12-09)
DATE 11-15-2010
ESTATE OF UPDEGRAFF ROBERT C
DATE OF DEATH 06-21-2010
FILE NUMBER 21 10-0712
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
( See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
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: UPDEGRAFF ROBERT (FILE N0.:21 10-0712 ACN: 101 -----------------
OR
DATE: 11-15-2010
TAX RETURN WAS: C x) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
,0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) .0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 311 , 905.26
8. Total Assets CS) 311 , 905.26
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1,3 2 1.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 1,321.50
12. Net Value of Tax Return C12) 310,583.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C 14) 31 0 , 583.76
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 31 (1 . 583. 7b x 045 = 13, 976.26
17. Amount of Line 14 at Sibling rate C17) .~ 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19~= 13, 976 .26
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-14-2010 CD013373 349.41 6,638.73
09-14-2010 CD013347 349.40 6,638.73
TOTAL TAX PAYMENT 13,976.27
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.