HomeMy WebLinkAbout01-03-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA ;~` d~~ ` V ~~,pp~PRS ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,.~" ~~~ dot°,'`DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-'~~'~ .Y, .~.~i~,~
HARRISBURG PA 17128-0601
~.If ~~( i;~ti:l~J~t ~~i~fl
LISA MAR I E O~1E'~~lS,~~, ~J ~';i"'t ~.~,,
3901 MARKET ST
CAMP HILL PA 17011
pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 12-27-2010
ESTATE OF WUENSTEL JR JOSEPH J
DATE OF DEATH 04-25-2010
FILE NUMBER 21 10-0467
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(See reverse side under Objections)
Amount Remitted it
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 F--
------------------------ ----------------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WUENSTEL JR JOSEPH JFILE N0.:21 10-0467 ACN: 101
-----------------
OR
DATE: 12-27-2010
TAX RETURN YJAS: (X) ACCEPTED AS FILED C ) CHANGED
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) C2) 23, 662.70 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 76,5b9.93
6. Jointly Owned Property (Schedule F) (6) 2 7 0.9 8
7. Transfers (Schedule G) C7) 24, 185.00
t t8) 124 , b88 . 61
8. s
Total Asse
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 21,0 3 3.7 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,4 0 8.0 0
C11) 23,441.74
11. Total Deductions 87
246
101
12. Net Value of Tax Return t 12} .
,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13} _ .0 0
ct to Tax
bj
t
t
S
f E C14) 1 O 1 , 246.87
14. a
e
u
e
s
Net Value o _
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16} _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17} 1 O1 ,246 _ 87 X 12 ° 12, 150.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18} .0 0 X 15 = .0 0
19. Principal Tax Due C19}= 12, 150.00
TAY rRFT)TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-23-2010 CD013098 526.32 10,000.00
10-21-2010 CD013532 .00 1,624.00
TOTAL TAX PAYMENT 12,150.32
BALANCE OF TAX DUE .32CR
INTEREST AND PEN. .00
TOTAL DUE .32CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.