HomeMy WebLinkAbout01-17-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JANE M ALEXANDER
148 S BALTIMORE ST
DILLSBURG PA 17019-1007
"~~ + ~~' iNOTICE~ ~ ~ NHERITANCE TAX
AP~RAISEMENT', J`~'L~~WANCE OR DISALLOWANCE
~(1F DEDUCTIOry~~1AND ASSESSMENT OF TAX
Pennsylvania ~ . ~`
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 01-10-2012
ESTATE OF SHORTELL JEFFREY P
DATE OF DEATH 12-10-2010
FILE NUMBER 21 11-0103
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2012
(See reverse ;side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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CUT ALON_6 THIS LINE _ -- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ _______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHORTELL JEFFREY PFILE N0.:21 11-0103 ACN: 101 DATE: 01-10-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) .00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 5,250.31
6. Jointly Owned Property (Schedule F) (6) .DO
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 25,250.31
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2.225.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,805.15
11. Total Deductions C11) 9,030.65
(12) 16,219.66
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 16,219.6b
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) .00 )( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 1 6 .2l 9 _ 66 X 12 1 , 946.36
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,946.36
TAX CREDITS:
PAYMENT I RECEIPT DISCOUNT c+) AMOUNT PAID
DATE NU',MBER INTEREST/PEN PAID C-)
08-16-2011 CD0 4853 .00 1,946.36
TOTAL TAX PAYMENT 1,946.36
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 DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.