HomeMy WebLinkAbout12-19-12NOTICE OF INHERITANCE TAX
~'~` ~ APfN$~4~EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TADEES
INHERITANCE TAX DIVISION ~,."_ _ Off'; DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 --
HARRISBURG PA 17128-0601
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JOHN C ZEPP~,,Y'I`~
PO BOX 204
YORK SPRINGS PA 17372
Pennsylvania ~~~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 12-12-2011
ESTATE OF UPHOLD MYRTLE Y
DATE OF DEATH 11-07-2010
FILE NUMBER 21 10-1270
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-10-2012
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM _
ENT, ALLOWANCE _______________
OR
'DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: UPHOLD MYRTLE YFILE N0.:21 10-1270 ACN: 101 DATE: 12-12-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedu~e A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Reclaivable (Schedule D) (4) •00 tax payment.
5. Cash/B:ank Deposits/Misc. Personal Property (Schedule E) (5) 45,751.10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 469,348.39
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(B) 515.099.49
9. Funera:L Expenses/Adjn. Costs/Misc. Expenses (Schedule H) (q) 8, 922.66
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11, 551.19
11. Total 1Deductions C11) 20,473.85
12. Net Va:Lue of Tax Return (12) 494,625.64
13. Charitable/Governmehtal Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Va:Lue of Estate Subject to Tax C14) 494,625.64
NOTE: If an assessmeht was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEI T DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
08-03-2011 CD014 99 .nn
(15) .00 X
(16) 49 4.69.64 X
C17) . nn X
(1B) .00 X
AMOUNT PAID
00 = .00
045 = 22,258.15
12 = .00
15 = .00
(19)= 22,258.15
TOTAL TAX PAYMENT 22,258.15
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" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.