HomeMy WebLinkAbout07-29-11~yNOtTICE OF INHERITANCE TAX Pennsylvania i~
BUREAU OF INDIVIDUAL TAXES A~~"~~l'hN~'~- (~y,WANCE DR DISALLOWANCE DEPARTMENT OF REVENUE ~,
INHERITANCE TAX DIVISION 3~~,!~DE,DUC~I'I~,I ,,,`'AI`ID ASSESSMENT DF TAX REV-1547 EX AFP C12-10)
PO BOX 280601 ~ -- _., ~ , _.~J
HARRISBURG PA 17128-0601
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,.:; ALL G..` y .-~. DATE 07-18-2011
ESTATE OF WAGNER GERALDINE M
C~ER}(nF DATE OF DEATH 02-07-2011
o~H'p'N~'S CURT COUNTYUMBER CUMBERLAND
ROGER B IRWIN~'~J}'~RE~4%-~`.~R (;~rl pp ACN 101
60 W POMFRET ST APPEAL DATE: 09-16-2011
CAR L I S L E PA 17 013 ( 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 ~
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAGNER GERALDINE MFILE N0.:21 11-0257 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
.00 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
.00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13 9,159.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 139 , 159.41
APPROVED DEDUCTIONS AND EXEMPTIDNS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.305.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,371.5 6
11. Total Deductions (11) 13,676.72
12. Net Value of Tax Return (12) 125,482.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 125,482.69
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) •00 X 00 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 045 = .0 0
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 125,482.69 X 15 - 18,822.40
19. Principal Tax Due (19)= 18,822.40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-05-2011 CD014422 941.12 17,881.28
TOTAL TAX PAYMENT 18,822.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. ,~~ti