HomeMy WebLinkAbout11-07-11N T E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r~~.t~(!~~f~~rA~! ~~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~, _ 4F ~Eb~l~'~IONS AND ASSESSMENT OF TAX
PO BOX 280601 ','_, ~_
HARRISBURG PA 17128-0601
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
~4~13~ ~dt~~ -' ~`~i ~~' ~ `~ DATE
10-24-2011
ESTATE OF MCBRAYER SR WANDLESS L
C~E~t{ (~~ DATE OF DEATH 01-07-2011
O~~l i~l~,l'i; v~~C~I~T FILE NUMBER 21 11-0379
DAVID J LENOX C~)Pt~~~t=L~'~'~ll' 'n~ ~+~ COUNTY CUMBERLAND
130 W CHURCH ST ACN 101
D I L L S B U R G PA 17 019 APPEAL DATE: 12-23-2011
(See reverse side under Objections
Awount Rewftted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTE
R OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE- --_ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
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REV-1547 EX AFP
C12-y0) NOTICE OF INHERITANCE
DISALLOWANCE
------------------------------
TAX APPRAISEMENT, ALLOWANCE OR
OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCBRAYER SR
WANDLESS LFILE N0 .:21 11-0379 ACN: 101 DATE: 10-24-2011
TAX RETURN WAS: (X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (1) •0 0 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C2) ,00 credit to your account,
C) submit the upper portion
c3)
00
4. Mortgages/Notes Receivable (Schedule D) .
of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) C5) 9, .00 tax payment.
815
00
6. Jointly Owned Property (Schedule F) .
7. Transfers (Schedule G) C6) 19,328.68
Cn 318,917.50
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) - 348 061 18
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (9) 7. 1 On
clo) .00
11. Total Deductions
12• Net Value of Tax R@turn
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assesswent was issued previously, lines 14, 15
reflect figures that include the total of ALL return
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:
C11) 7,515.00
c12) 340,546.18
C13) .00
C14) 340,546 18
and/or 16, 17, 18 and 19 will
s assessed to date.
cls) 31,338.00 X
C16)_ 309.908 1 R X
(17) ~0 X
C18) ,. QO X
00 = .00
045 = 13,914.37
12 = .00
15 = .00
C19)° 13,914.37
DATE "`
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-22-2011 CD014 74
04-18-2011
CD014~36 684.21
13,000.00
.00 230.16
TOTAL TAX
PAYMENT
, 13,914.37
BALANCE OF TAX DUE
.00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE
FOR CALCULATION OF INDICAYED,
ADDITIONAL SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" C
INTEREST. A REFUND. CR)
SEE REVERSE SIDE OF~ THIS FORM FOR , YOU MAY BE E
I
NSTRUCTIONS