HomeMy WebLinkAbout03-18-13 NOTICE OP INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (89-12)
PO BOX 286681
HARRISBURG PA 17128-0681
RECORDED OFFICE OF DATE 03-11-2013
REGISTER Of a.° ` I S ESTATE OF ZYKI CHARLES
DATE OF DEATH 04-21-2012
ZED W 18 R 9 8
COUNTY CUMBERLAND
CUMBERLAND
JEFFREY N YOFFE ESQ
STE 100 CLERK OF ACN APPEAL DATE: 05-10-2013
2 LEMOYNE DR ORPHANS COURT (See reverse side underObjecdons)
LEMOYNE PdUkWALXW CO PA Amount Remitted �
ttYY1�.'� MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 4 RETAIN LOWER PORTION FOR YOUR RECORDS E-
REY-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ZYKI CHARLES FILE No. :21 12-0566 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: C )O ACCEPTED AS FILED C } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper,
2. Stocks and Bonds (Schedule B) C2) 375,155.24 credit to your accounts,
3. Closely Held Stock/Partnership Interest (Schedule C) i3J .DD submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 8,039.73
6. Jointly Owned Property (Schedule F) (6) no
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 383, 194.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule N) (g} 17,399.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,625.53
11. Total Deductions (11) 30,025.30
12. Not Value of Tax Return (12) 353,169.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 353, 169.67
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) ,OD X 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) -nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) .n0 X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) 353,169.67 X 15 = 52,975.45
19. Principal Tax Due _ C19)= 52,975.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-18-2G T-2 CDO16276 2,648.62 50,323.80
01-02-2013 CDO16995 .00 3. 03
TOTAL TAX PAYMENT 52,975.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .p0 1
+! IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE "
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.