HomeMy WebLinkAbout11-27-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
ANDES SAMUEL L
525 NORTH 12TH STREET
PO BOX 168
LEMOYNE, PA 17043
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
NO. CD 016838
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
ESTATE INFORMATION: SSN: 174-20-9821
FILE NUMBER: 211 1-0905
DECEDENT NAME: BANKERT KENNETH
DATE OF PAYMENT: 1 1 / 27/ 201 2
POSTMARK DATE: 1 1 /27/201 2
COUNTY: CUMBERLAND
DATE OF DEATH: 08/ 15/201 1
101 $23.47
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
SEAL
CHECK# 8929
$23.47
INITIALS: HMW
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~~12 ~~~ 2? ~r~l 2
SAMUEL L ANDES _
525 N 12TH ST ~~-~~
LEMOYNE FO1R~~~Sli~+~~ ~
C1) b0,000.00
~2) 3,482,300.06
c3) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BANKERT KENNETH FILE N0.:21 11-0905 ACN: 101 DATE: 11-05-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c4) .00
c5) 108,672.89
c6) .00
c7) .00
Pennsylvania
DEPARTMENT OF REVENUE
._ _
REV-1547 EX AFP (09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 3,650,972.95
c9) 118 , 466.60
clo) 10,767.16
11. Total Deductions C11) 129,233.7b
12. Net Value of Tax Return (12) 3, 521 , 739.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) X13) 3,4 5 7,7 3 9.19
14. Net Value of Estate Subject to Tax (14) 64, 000.00
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) .0 0 X 0 0 = .0 0
i6. Amount of Line 14 taxable at lineal rate Clb) -D D X 0 4 5 = .C 0
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 64, 000.00 X 15 = 9, 600.00
19. Principal Tax Due (19)= 9, 600.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-03-2011 CD015032 263.16 5,000.00
07-20-2012 CD016278 .00 4,336.84
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-21-2012
DATE 11-05-2012
ESTATE OF BANKERT KENNETH
DATE OF DEATH 08-15-2011
FILE NUMBER 21 11-0905
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(See reverse side under Objections )
Amount Remitted Z3 H7
MAKE CHECK PAYABLE AND~REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 9,600.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 23.47
TOTAL DUE 23.47
~ 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.