HomeMy WebLinkAbout07-30-12Q~ ',~ ~~ OF INHERITANCE TAX pennSy~Vanla ~
BUREAU OF INDIVIDUAL TAXES '''^~'~pq :~.~ ~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION {~ ~`Y R ,JION$ AND ASSESSMENT OF TAX
PO BOX 280601 t1~~~:~JtC, ~~ REY-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
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~`~O~P ~fD CO. PA
RICHARD M MOHLER PR
14 S MAIN ST
LEWISTOWN PA 17044-2115
DATE 07-23-2012
ESTATE OF MCLAUGHLIN WAYNE R
DATE OF DEATH 01-19-2011
FILE NUMBER 21 11-0233
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(See reverse side under Objections)
A~ount Re~eitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ --) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCLAUGHLIN WAYNE RFILE N0.:21 11-0233 ACN: 101 ___________
OR
DATE: 07-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D)
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11,551.41
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 5,94 3.8 2
8. Total Assets C8) 17.495.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 5.44 4.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 24,376.56
11. Total Deductions C11) 29,820.64
12. Net Value of Tax Return C12) 12,325.41-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) _ 12,325.41-
NOTE: If an assesseent 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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C 17) 5 .943 _ 82 X 12 = 713.26
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 713.26
TAX CREDITS:
_~•~ Re~eari DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03 28-2012 CD015759 .00 713.26 1
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-29-2012 TOTAL TAX PAYMENT 713.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.42
TOTAL DUE 9.42
~ 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.