HomeMy WebLinkAbout06-12-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ r ~~ DNS AND ASSESSMENT OF TAX
PD BOX 280601 ~~~J E ~~' :s~.i
HARRISBURG PA 17128-0601
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ANDREW C SHEELY~RU~NQ ~„ p~
127 S MARKET ST
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MECHANICSBURG PA 17055-0095
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-11)
DATE 06-05-2012
ESTATE OF STEWART THOMAS B
DATE OF DEATH 06-08-2011
FILE NUMBER 21 11-0678
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~"1 RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: STEWART THOMAS BFILE N0.:21 11-0678 ACN: 101
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OR
DATE:
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06-05-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: T o ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 20,708.24
6. Jointly Owned Property (Schedule F) (6) 17,911.89
7. Transfers (Schedule G) C7) 60,289.34
8. Total Assets c8) 98.909.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 13,487.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.615.00
11. Total Deductions C11) 17, 102.96
12. Net Value of Tax Return (12) 81,806.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C 14) 81 , 806.51
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) R1 .R06.~1 x 045 = 3,681.29
17. Amount of Line 14 at Sibling rate C17) ~~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due C19)= 3,681.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
u~-uc-cull l.LU14YL/
12-22-2011 CD015385
his 3, 300.00
00 207.62
TOTAL TAX PAYMENT 3,681.30
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.