HomeMy WebLinkAbout09-24-12C7~(~l~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxE9~,t1~~;~~~ ~, ~~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~,{„-~-~ ,.-~Q, ~ DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~,~~ (~,; . ,`,~ ~ ; _;,J
HARRISBURG PA 17128-0601
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GERALD J SH~~B~7~ '~„ pq
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND PA 17070-1927
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX _
APPRAISEMENT, ALLOWANCE ____________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STERNER JAMES AFILE N0.:21 11-0946 ACN: 101 DATE: 09-17-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 9 0,902.84 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E ) (5) 100,053.52
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets C8) 190.956.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H ) ~q) 16.20 3.4 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 16,203.47
12. Net Value of Tax Return (12) 174,752.89
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 294,806.48
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 09-17-2012
ESTATE OF STERNER JAMES A
DATE OF DEATH 08-28-2011
FILE NUMBER 21 11-0946
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-16-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
c15) .00 x 00 - .00
c16) . nn x 045 = . 00
C17) 994.806.48 x 12 = 35,376.78
C18) .00 X 15 = .00
c19)= 35,376.78
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE
12-16-2011
05-08-2012
;ECEIPT
NUMBER
CD015955
UISCUUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
.00
14,406.43
20,970.35
TOTAL TAX PAYMENT 35,376.78
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.