HomeMy WebLinkAbout12-19-11NOTICE OF INHERITANCE TAX Pennsylvania -~ T
BUREAU OF INDIVIDUAL TAXES AP~`~_?CEMENT, 'A{~kQ1~ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 0~. DEDUG~ION,S''°A~ ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 - ~ ~, REV-1547 EX AFP (12-10>
HARRISBURG PA 17128-0601 ..,_,
~f11 ~i-ii ~1V iJ 1 I li I.~'r
DOUGLAS G MILLER ~~
~1;3„r~,~~ rA
60 WEST POMFRET STREET
CARLISLE PA 17013
DATE 12-12-2011
ESTATE OF WAGNER LEO A
DATE OF DEATH iD2-26-2011
FILE NUMBER .Z1 11-0329
COUNTY CUMBERLAND
ACN :L O 1
APPEAL DATE: 02-10-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF' WILLS
1 COURTHOUSE SQUARE
CARLISLE P'A 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
-------------------------------------------------
REV-1547 E RECORDS t---
-
X AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEME
DISALLOWANCE
NT,•ALLOWANCE _
-----------------
OR
OF DEDUCTIONS AND ASSESS
ESTATE OF: WAGNER MENT OF TAX
LEO AFILE N0.:21 11-0329 ACN: 101 DATE: 12-12-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RET
URN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) -~00 NOTE: To ensure proper
c2)
3. Closely Held Stock/Partnership Inter
t 2,381.08 credit to your account,
es
(Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4) ~-
• 00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)
21.,006.84 tax payment.
6. Jointly Owned Property (Schedule F)
C6)
7. Transfers (Schedule G) .00
(7) 2', 092.69
8. Total Assets -~~
APPROVED DEDUCTIONS AND EXEMPTIONS• ~$) 25.480 61
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 6,F:n 9 0 S
10. Debts/Mortgage Liabilities/Liens (Schedule I)
clo) 9,460 84
11. Total Deductions
12• Net Value of Tax Return C11) 15,969.89
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
t (13) 9,510.72
14. Net Value of Estate Subject to Tax us
s (Schedule J) .00
NOTE:
If an assessment was issued previously,
lines c14)
14
15 9,510 72
reflect figures that include the tot
l
o ,
and/or 16, 17,
o
and 19 will
a
ASSESSMENT OF TAX: f ALL returns assessed to d t
15. Amount of Line 14 at Spousal rate
16.
Amount of Line 14 taxable at Lineal/Class A rate (15)
C16) .0 0 X 00 =
~)
9
• 00
17. Amount of Line 14 at Sibling rate •
_
0 79
X 045 = 427.98
18.
Amount of Line 14 taxable at Collateral/Class B ra nn
te C18) ~n X 12 =
00
15 .00
19. Principal Tax Due ,.
X .0 0
TAX CREDITS: C19)° 427.98
r..rncni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
05-11-2011 CD014457 19.10
08-01-2011 CD014789 .00
12-05-2011 SBADJUST .00
AMOUNT PAID
62.87
44.30
1.71
TOTAL TAX PAYMENT 427.98
BALANCE OF TAX DUE •00
INTEREST AND PEN.I .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE ~ .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF' THIS FORM FOR INSTRUCTIONS.