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HomeMy WebLinkAbout11-29-10,, ~, .. NO:TI_C,E_ OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ARPR~AI~SEM~ENT~, ali?LOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~"t~~-F_ D_E-DU;CTI©N'S AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 ORS}-Ir,~',J''rv; r`' ^~~ ,`•~" ~., ,~: GERALD P NEUGEBAUER ~F~ ~ `-' r~~ 1224 W 2ND ST CRESSON PA 16630 pennsyLvania ~ DEPARTMENT OF REVENUE i` REV-1547 EX AFP C12-09) DATE 11-15-2010 ESTATE OF VOCHEK RICHARD A DATE OF DEATH 03-27-2008 FILE NUMBER 21 08-0630 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 _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: VOCHEK RICHARD AFILE N0.:21 08-0630 ACN: 101 ___ OR- DATE: ___________ 11-15-2010 TAX RETURN 1~IAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 158,478.00 NOTE: T o ensure proper 2. Stocks and Bonds (Schedule B) (2J .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) t3J .0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax pay ment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,7 9 2.28 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7J .0 0 8. Total Assets C8J 165, 270 .28 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 0.4 3 3.74 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 44,858.04 11. Total Deductions C11) 75,291.78 12. Net Value of Tax Return C12) 89, 978.50 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 89, 978.50 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 (15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate C17J $9 , 978 . ti0 X 12 = 1 0 , 797.42 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= 10 , 797.42 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 09-08-2010 CD013332 845.15- 11,642.57 11-08-2010 SBADJUST .00 1.18 TOTAL TAX PAYMENT 10,797.42 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. __