HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX ~ Pennsylvania
r `( R'R~ T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXESS'if 1,~. Et ~~t~ IONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~ ~„ r ~~;! ` REV-1547 EX AFP (09-12)
PO BOX 280601 ~ ~: (_}I~.~ , , , , , . - ~,~
HARRISBURG PA 17128-0601
-`~? ~~' 13 P~~ ! ~ 10
~,;~~~~r~iiv~J vv~~f'~r
SAMUEL L ANDES~E~P~I~ERLAi\IG~ (~,~~„ PA
525 N 12TH ST
LEMOYNE PA 17043-1245
DATE 11-05-2012
ESTATE OF BANKERT KENNETH
DATE OF DEATH 08-15-2011
FILE NUMBER 21 11-0905
CDUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(See reverse side under Objections)
Asount Re~eitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR
-------------------- -------------- RECORDS ~
REV-15
------------------
47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEM _
-----
ENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT 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 ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 60,000.00
2.
Stocks and Bonds (Schedule B) (2)
3,482,300.06 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
00 of this form with your
(4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 108,672.89
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7? .0 0
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: cs) 3,6 0.97 .9
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 18.46 6.6 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 10.767.1b
11. Total Deductions C11) 129,233.76
12. Net Value of Tax Return 3,521
739
19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedul (12)
e J) ,
.
3
4 5 7
7 9 19
14. Net Value of Estate Subject to Tax (13) ,
,
(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 00 - .0 0
16. Amount of Line 14 taxable at lineal rate (16) n n X 04 5 = .0 0
17. Amount of Line 14 at sibling rate (17) n0 X 12 =
18. Amount of Line 14 taxable at
collateral rate
C18) _
64, 000.00 x
15 = .00
9, 600
00
19. Principal Tax: Due .
TAX CREDITS: (19)= 9,600.00
PAYMENT
DATE
10-03-2011
07-20-2012 RECEIPT
NUMBER
CD015032
CD016278 DISCOUNT (+)
INTEREST/PEN PAID (-)
263.16
.00
AMOUNT PAID
5,000.00
4,336.84
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-21-2012 TOTAL TAX PAYMENT 9 600
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 23.47
TOTAL DUE 23.47
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.