HomeMy WebLinkAbout06-12-12AK1~J~OEl~~i~,/~j4~OWANCE TOR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~,$p~,~~,~ 'r
INHERITANCE TAX DIVISION Cf L'~.~7~~,'f~~s'i.~~N~ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ELIZABETH H FEAHTER 1B~ERlAND ~•~
3631 N FRONT ST
HARRISBURG PA 17110-1533
C1) 73, 146.55
c2) .00
C3) .00
c4) .00
c5) 8,471.43
c6) .00
C7) .00
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WAGNER DONALD FFILE N0.:21 11-0401 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 81 , 617.98
C9) 7.392.7
clo) 42,601.96
11. Total Deductions X11) 49,994.69
12. Net Value of Tax Return C12) 31,623.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 31 , 623.29
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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 31 .673.79 x 045 = 1,423.05
17. Amount of Lirie 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 1,423.05
TAX CREDITS:
rMTI'ICIYI Ktl.tlYl DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12 21 2011 CD015377 .00 1,423.05 ~
TOTAL TAX PAYMENT 1,423.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
DATE 06-05-2012
ESTATE OF WAGNER DONALD F
DATE OF DEATH 03-21-2011
FILE NUMBER 21 11-0401
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ 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. ~