HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES APR~'~,"T~M[N~.. ~tlIANCE •R 1ISALL~WANCE DERARTMENT OF REVENUE ,
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INHERITANCE TAX DIVISION 0~,-DEfDlJCT~-OI~~ ~ D ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 s-`I~~', dl,.,' ~ ~.~ i `~~ ~ ~ .. ~-'~i
HARRISBURG PA 17128-0601
~~~~ ~L.T ' ~ p ~~~ 4 j DATE 09-27-2010
ESTATE OF WADLINGER EDWARD F
DATE OF DEATH OS-12-2009
C~E~K ~~ FILE NUMBER 21 09-0961
QRPI~Ai~`S ~~U~T COUNTY CUMBERLAND
THERESA WADLINGER CU~,~~~`?~_~`."~~'' ~;~.; ~%~ ACN 101
1307 PENN ST APPEAL DATE: 11-26-2010
H B G P A 1710 2 (See reverse side under Objections )
Amount Remitted
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- ~E-- --- ---------------
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REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WADLINGER EDWARD FFILE N0.:21 09-0961 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 61,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) t2) 112,440.57 credit to your account,
.0 ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) tb) .0 0
7. Transfers (Schedule G) t7) •Q ~
8. Total Assets t8) 173 , 440 .57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1,7 5 3.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 113:528.77
11. Total Deductions (11) 115,281.87
12. Net Value of Tax Return C12) 5$, 158.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax (14) 5$, 15$.70
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
t15) .00 X 00 = .00
t16) 58.7 8.70 x 045 = 2,617.14
c17) _ 00 X 12 = . 00
t18) .00 X 15 = .00
t19)= 2, 617.14
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-03-2010 CD012319 .00 2,500.00
05-04-2010 CD012694 .00 2,745.00
TOTAL TAX PAYMENT 5,245.00
BALANCE OF TAX DUE 2,627.86CR
INTEREST AND PEN. .00
TOTAL DUE 2,627.86CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. -~ ~