HomeMy WebLinkAbout10-28-11 (2)~,', nr{~ ` ,tKa~c~ r~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '~~`~~~&~>EI~Y`I,i ~-LLOWANCE OR DISALLOWANCE Pennsylvania ~
INHERITANCE TAX DIVISION f"[l'F"D~HUC'T~9NS AND ASSESSMENT OF TAX
PO BOX 280601 DEPARTMENT OF REVENUE
HARRISBURG PA 17128-0601 REV-1547 EX AFP (12-10)
. .. _;~
DATE 10-10-2011
t^~ ~~,~ ~.,- ESTATE OF YANDRIC PETER
(;~ ~;N r ' ,,, -r DATE OF DEATH 11- O 1- 2010
y `" 1=,~ " FILE NUMBER 21 10-1097
ANDREW C SHEELY COUNTY CUMBERLAND
127 S MARKET ST ACN 101
PO BOX 95 APPEAL DATE: 12-09-2011
M E C HAN I C S B U R G (See reverse side under Objections)
PA 17055
Anount Rewtitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT_ALON6 THIS LINE ~ --R_ETA_IN-LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP (12-'10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YANDRIC PETER FILE NO.:
21 10-1097 ACN: 101 DATE:
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED 10-10-2011
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds QSchedule B) (1) 120,000.00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) (2) 136,4 92.26 credit to your account,
4. Mortgages/Notes Rdceivable (Schedule D) C3) .00 submit the upper portion
C4) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ~~~ tax payment.
6. Jointly Owned Property (Schedule F) C5) 447, 698.39
7. Transfers (Schedule G] (6) .00
8. Total Assets (7) 66,336.69
APPROVED DEDUCTIONS AND EXEMPTIONS: CeJ -- 770 5 ~ z~
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9) ~~ ~ 96 7R
clo) 3,342 00
11. Total Deductions
12- Net Value of Tax Return C11) 25,838.28
13. Charitable/Governm6ntal Bequests; Non-elected 9113 Trusts (Schedule J) (12) 744,68 9.06
14. Net Value of Estate Subject to Tax C13) .00
NOTE: If an assessoe~nt was issued previously, lines 14, C14) 744,689 06
reflect figures that include the total of ALL returns assessed~to dat and 19 will
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) '~ 0 X 00 = .00
17. Amount of Line 14 at Sibling rate C16) DD X 04 5 =
cln .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 744,689.06 X 15 = .00
19. Principal Tax Due 111 , 703.36
TAX CREDITS: C19)= 111,703.36
PAYMENT RECEI T
DATE DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-)
01-28-2011 CD0139',59
07-01-2011 CD0146'S4 3,947.37
.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
~„uuu. UU
32,756.11
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 111,703.48
INTEREST AND PEN. •12CR
.00
TOTAL DUE .12CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAy gE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.