HomeMy WebLinkAbout06-01-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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GERALD J SHEKLETSKI E (~~
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND PA 17070-1927
NOTICE OF INHERITANCE TAX
AP ,T`,f ANCE OR DISALLOWANCE
f~G~..(i~~'Y.~ D ASSESSMENT OF TAX
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Pennsylvania ~;~- ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 05-28-2012
ESTATE OF STERNER JAMES A
DATE OF DEATH 08-28-2011
FILE NUMBER 21 11-0946
.COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~'~t1 JUN - t PM t2~ 48
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS H
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STERNER JAMES AFILE N0.:21 11-0946 ACN: 101
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OR
DATE: 05-28-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 51,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 4,55 7.61 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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) 124,254.90
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .00
8. Total Assets CB) 179 , 812.51
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) ,9 7, 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10)_ 36.8 31.7 5
11. Total Deductions (11) 59,758.92
12. Net Value of Tax Return C12) 120,053.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 120,053.59
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 170.0~,~ ~i9 X 12 = 14,406.43
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 14,406.43
TAX CREDITS:
rwrmtni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-16-2011 CD015353 .00 14,406.43
TOTAL TAX PAYMENT 14,406.43
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.