HomeMy WebLinkAbout03-12-12r ,~,~,~,.NOj;IC~., INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~^A~P~_~~EWXlu~6-G.OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 4"~Fj~~}~~BU.C~~'~~l"~• AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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RICHARD E CONNELL ESQ
2303 MARKET STREET
CAMP HILL PA 17011
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Pennsylvania ~~
DEPARTMENT OF REVENUE ~'~
REV-1547 EX AFP (12-11)
DATE 03-05-2012
ESTATE OF WAGONHURST ARLAND H
DATE OF DEATH 10-30-2009
FILE NUMBER 21 09-1085
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-04-2012
(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 E-
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REV-1547 EX AFP C12-11) 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: 03-05-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) 214,564.29 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 214,564.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) ?0,96 0.7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 29.600.00
11. Total Deductions C11) 50,560.73
12. Net Value of Tax Return C12) 164,003.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 527 , 389 .62
NOTE: If an assessment was issued previously, li nes 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
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:
C15) 10,000.00 X
C16) 517.389-6? X
cv) . n0 x
C1B) .00 x
00 - .00
045 = 23,282.54
12 = .00
15 _ .00
c19)= 23,282.54
~"""°"' ect~tiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-27-2010 CD012286 1,164.13 29,000.00
11-30-2010 REFUND .00 13,892.74-
06-27-2011 CD014635 126.24- 7,380.16
TOTAL TAX PAYMENT 23,525.31
BALANCE OF TAX DUE 242.77CR
INTEREST AND PEN. .00
TOTAL DUE 242.77CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~
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