HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`, ~' .~ ' -~*t~~OTICE,.OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAISFMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION {_~ +~dF`DEIILICTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ,,~~ _
HARRISBURG PA 17128-0601
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SCHRACK ~ LINSENBACH
PO BOX 310
DILLSBURG PA 17019
REV-1547 EX AFP (06-05)
DATE ]:1-10-2008
ESTATE OF WAGNER R E
DATE OF DEATH 12-19-2007
FILE NUMBER 21 07-1167
COUNTY CUMBERLAND
ACN 1.01
APPEAL DATE: 01-09-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECURDS ~-- ___
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WAGNER R E FILE N0. 21 07-1167 ACN 101 nerF ll-to-~nna
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2. Stocks and Bonds (Schedule B)
(2)
385,610.70 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
C5)-_ .
173,271.28 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 558,881.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 46,18 3.03
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.1 .00
11. Total Deductions
C11) - ~+4.;08.0
12. Net Value of Tax Return C12) 504,573.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,1) (13) 22 2,012.56
14. Net Value of Estate Subject to Tax (14) 282,561.39
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 151 , 372.20 X 12 _ 18, 164.66
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 131, 189.19 X 15 _ 19, 678.38
19. Principal Tax Due (19)= 37,843
04
TAX CRF nrTS• .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-14-2008 CD009416 1,868.42 35
500
00
08-15-2008 CD010147 00 ,
.
. 474.62
TOTAL TAX CREDIT 37,843.04
BALANCE OF TAX DUE __ .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN B:L, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE 1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~