HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17128-0601
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REGISTER Or '~:`,`_S
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EDMUND G MYERS CLERIC G,
301 MARKET ST
Po Box l09 ORFHAPIS' G~~r,T
LEMOYNE L`U~$ER~1~A~., PA
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-12)
DATE 01-07-2013
ESTATE OF SHANDELMIER JEAN 0
DATE OF DEATH 01-13-2012
FILE NUMBER 21 12-0152
CDUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- ---) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS t~ _
REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHANDELMIER JEAN OFILE N0.:21 12-0152 ACN: 101 __________
OR
DATE: 01-07-2013
TAX RETURN WAS: C x) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (i) 119,600.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 104,457.57 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)
.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 60,450.82
6. Jointly Owned Property (Schedule F) (6) 9,272.11
7. Transfers (Schedule G) (7) 246,938.95
8. Total Assets c8) 540.719.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 38. 48.9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,4 4 7.4 9
11. Total Deductions C11) 40,696.41
12. Net Value of Tax Return C12) 500, 023.04
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 500,023.04
NOTE: If an assessment was fssuedpreviously, 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 (15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 490 . 09~ _ 04 X 045 = 22, 051.04
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 10,000.00 )( 15 - 1,500.00
19. Principal Tax Due (19)= 23,551.04
TAX CREDITS:
YA YI'ItNI RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-10-2012 CD015823 526.32 10,000.00
04-10-2012 CD015822 3b8.42 7,000.00
10-12-2012 CD016636 .00 5,656.30
TOTAL TAX PAYMENT 23,551.04
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.