HomeMy WebLinkAbout06-20-11
f:~(~rtir~~~~-;, ~_. ~ r,, ~ ICE OF INHERITANCE TAX
~i_~.~~.~`"'t.~~.,,kp~~i~~~~ p~ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES~}~'~'~~~~"~r"', '~~' '~1~UCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~ ~. ~,,' ;1- ~ ..-' ; `~o~k . -
PO BOX 280601
HARRISBURG PA 17128-0601
~~ER~ rF
0~~~.~,~s{~ C~U~T
JAMES W APPEL
33 N DUKE ST
LANCASTER PA 17602-2842
;.
pennsylvania ~
DEPARTMENT OF REVENUE i
REV-1547 IX AFP C12-10)
DATE 06-'.L3-2011
ESTATE OF NEUBER ADOLPH
DATE OF DEATH 07-:L4-2010
FILE NUMBER 21 LO-0780
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-12-2011
(See reverse sidE~ under Objections
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
LOWER_PORTION_FOR
RETAIN
'~'~
G THIS LINE
ALO _YOUR_RECORDS_ ~ __ _________________
CUT
REV-154 _
__
_
N
7 EX AFP C12-10~ NOTICE OF INHERITANCE TA
ANDRASSESSMENTAOFOTAXCE OR
S
DISALLOWANCE OF DEDUCTION
ADOLPH FILE N0.:21 10-0780 ACN: 101 DATE: 06-13-2011
ESTATE OF: NEUBER
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
•0 0
NOTE: To ensure proper
1. Real Estate (Schedule A) C1)
873, 000.70 credit to your account,
2
Stocks and Bonds (Schedule B) C2)
0 0 submit the upper portion
.
3.
Closely Held Stock/Partnership Interest (Schedule C) .
C3)
,0 Q of this form with your
tax payment.
4.
Mortgages/Notes Receivable (Schedule D) C4)
96, 180 .89
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6.
Jointly Owned Property (Schedule F) C6)
48,000.00
7. Transfers (Schedule G)
C7)
59
181
017
1
~$) .
,
,
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS: 37
258
61
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) .
,
C9) 6
5 7 3.13
10.
Debts/Mortgage Liabilities/Liens (Schedule I) ,
C10)
67,$31.50
11.
Total Deductions (11)
C12)
949,350.09
12.
13 Net Value of Tax Return
itable/Governmental Bequests; Non-elected 9113 Trusts
Ch C13)
(Schedule J) .0 0
9
0
3 5 0
94 9
. ar C14) .
.
,
14 Net Value of Estate Sub]ect to Tax
.
lines
sessment was issued previously,
14, 15 and/or 16, 17, 18 and 19 will
NOTE: If an as
fl t figures that include the total of ALL returns assessed to date.
re ec
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
09-30-2010 CD013437 2,115.00
04-13-2011 CD014308 .00
C15) .00 X 00 = .00
C16) 949.350.09 x 045 = 42,720.75
C17) . oo x 12 = . 00
Cls) _ x 15 = .00
C19)= 42, 720.75
AMOUNT PAID
4x,185.00
420.75
TOTAL TAX PAYMENT 42,720.75
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.