HomeMy WebLinkAbout07-06-10~, ~,., ~ ~~, ~i~-.r;f, CE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXE -
INHERITANCE TAX DIVISION n- ;~~ ';~~ ~ t~1~TIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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THOAMS L WENGER~~~'`~~~~
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PO BOX 845
HBG PA 17108-0845
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 06-28-2010
ESTATE OF GRAMLIN6 WADE
DATE OF DEATH 06-10-2009
FILE NUMBER 21 09-0641
COUNTY CUMBERLAND
ACN 101
APPAL DATE: 08-27-2010
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REGISTER OF WILLS
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CARLISLE PA 17013
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMME~iT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: GRAMLING WADE FILE N0.:21 09-0641 ACN: 101 DATE: 06-28-2;010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORI6YNAL RETURN.
1 . Real Estate (Schedule A) (1) ~ 1~-~, 0.40.00 NOTE: To ensure proper
2. Stocks and Bonds CScfiedule B) C2) 452, 780.85 credit to your account,
'
00 ',portion
submit the upper
3. Closely Held Stock/Partnership Interest (Schedule C) •
C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •Q n tax payment.
5. Casfi/Bank Deposits/Misc. Personal Property (Schedule E) C5) 428, 276.80
6. Jointly Owned Property (Schedule F) C6) 120,177.45
7. Transfers (Schedule 6) (7) 99,887.74
s. Total Assets (8) 1,263,122.814
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1 5,4 66.14
10. Debts/Mortgage Liabilities/Liens (Schedule I) C1'0) •0'0
11. Total Deductions (ii) 15,466.1
12. Net Value of Tax Return C12) 1,247,656.7
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •0
14. Net Value of Estate Subject to Tax C14) 1 , 247, 65b . 7~
NOTES If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to .date.
ASSESSMENT OF TAX:
15. Amount of Lin• 14 at Spousal rate C15) •Dfl X 0 ~ s •Q
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .2~~s7 .656 _ 7D X 045 ` 56,.144.5
17. Amount of Line 14 at Sibling rate C17) _~, _ DD X I2 s ~_. OO
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •D 0 X 1 5 = ~, •010
19. Principal Tax Due C19 ?= 56,144.515
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-08-2009 CD011 15 2,368.42 45,000.00
03-09-2010 CD012438 .00 8,776.20
TOTAL TAX PAYMENT 56,144.62
BALANCE OF TAX DUE .07CR
INTEREST AND PEN. .00
TOTAL DUE .07!CR
* 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.