HomeMy WebLinkAbout12-03-10~~
NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~
BUREAU OF INDIVIDUAL TAXES '#~rRA.ISeEh~.~1~..T_~~, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION OF' DE~U~ 's~!-~.~" AND ASSESSMENT OF TAX REV ••1547 EX AFP (12-09) r
PO B~ 280661+ ~ ' ;j; ~ ,~.
HARRISBURG PA 17128-0601 -- Y - .- - _~.;
.,-~, DATE 11-01-2010
`"~~~~ `~~~~ ~~ P ~~~ ~~ ~ ESTATE OF WAGONHURST ARLAND H
DATE OF DEATH 10-30-2009
~~"(~" FILE NUMBER 21 09-1085
~~F f'~ ., ..~
Q~F' { ;~~ ~ ;~~~! ~~~-r COUNTY CUMBERLAND
RICHARD E CONNELL ~ ~ ~~ •~-, r
.~ , ..~ _ ~ ~. a _ ; .~ , ',' , ~a, ACN 101
2303 MARKET ST APPEAL DATE: 12-31-2010
CAM P H I L L PA 17 011 (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----- ~ --RETA_IN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ -
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAGONHURST ARLAND HFILE N0.:21 09-1085 ACN: 101 _-----------------
OR
DATE: 11-01-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4, 901.00
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
(3) 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) 349,880.93
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 66,485.46
8. Total Assets cs) 421 , 267.39
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,415.0 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,4 6 6.2 7
11. Total Deductions (11) 32,881.33
12. Net Value of Tax Return C12) 388,386.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2 5,0 0 0.00
14. Net Value of Estate Subject to Tax (14) 363, 386 . O6
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 (15) 10, 000.00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 353 , 386 . Ob x 045 = 15, 902.38
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)= 15, 902.38
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-27-2010 CD012286 795.12 29,000.00
TOTAL TAX PAYMENT 29,795.12
BALANCE OF TAX DUE 13,892.74CR
INTEREST AND PEN. .00
TOTAL DUE 13,892.74CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C:R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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REV-1470 EX (01-10)
~ enns lvan~a
p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
H R 171 8-0 1
DECEDENT'S NAME FILE NUMBER
Arland H. Wagonhurst 2109-1085
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
H B- The value of these items has been suspended from the appraisement of the return until
14,15, the final value can be determined. A supplemental return must be filed when the value
16 & of the suspended item is determined.
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