HomeMy WebLinkAbout08-20-10z NOTICE OF INHERITANCE TAX
~~'`~ AfrP'R~,IS~EM~,~IT ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~' 1',
INHERITANCE TAX DIVISION ~~C~ DEDUCT • r NS AND ASSESSMENT OF TAX
PO BOX 280601 ~ .._ _~' , ~" ~ ~~ `~'
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HARRISBURG PA 17128-0601 _
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STEPHEN D TILEYI~,E~`':` •~ ,' r. ,w. •',~,ti
5 S HANOVER ST
CARLISLE PA 17013
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DEPARTMENT OF FIE VENUE
REV-1547 EX AFP (12-09)
DATE 08-23-2010
ESTATE OF WAGNER THOMAS R
DATE OF DEATH 07-29-2009
FILE NUMBER 21 09-0751
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE S9UARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ --RETAIN-LOWER-PORTION^FOR-YOUR-RECORDS- E-- -
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAGNER THOMAS RFILE N0.:21 09-0751 ACN: 101 ----
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OR
DATE: 08-23-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) 27,831.59 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11 , 690.13
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 12, 013.00
(8) 51 , 534.72
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11.2 6 8.3 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,5 5 2.5 8
(11) 17,820.95
11. Total Deductions 33, 713.77
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 33,713.77
NOTE: 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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 33 .713-77_ X 045 = 1,517.00
17. Amount of Line 14 at Sibling rate (17) _ 00 X 12 • 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 = .0 0
19. Principal Tax Due (19)° 1,517.00
Tex rQ GnT-rc •
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-26-2009 CD011902 75.85 1,550.00
TOTAL TAX PAYMENT 1,625.85
BALANCE OF TAX DUE 108.85CR
INTEREST AND PEN. .00
TOTAL DUE 108.85CR
* 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 INSTRIICTIONS.K r~
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REV-1470 EX (Ot-10) t
• •
~ pennsylvan~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
1
DECEDENTS NAME FILE NUMBER
Thomas R Wagner 2109-0751
REVIEWED BY ACN
Brett Walker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G 1-C This item is being billed separately per request of correspondent.
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