HomeMy WebLinkAbout07-10-12 (3)~i~'~.EnRF SRI7ANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPR }C~J {JICC CE OR DISALLOWANCE DEPARTMENT OF REVEN UE
INHERITANCE TA% DIVISION OF ~~¢~s, ASSESSMENT OF TAX
PO BOX 280601 a=~.w REV-354] EX AFP (IZ-11)
HARRISBURG PA 1]128-0601
Zt~IPeIUI. IO PMI2~ DATE
07-02-2012
ESTATE OF WAGONER JACK D
.,
~~~~:; ;,J DATE OF DEATH 06-09-2011
1
`SV(',(U~RT FILE NUMBER 21 11-0804
p
SUSAN H CONFAIR .AND ,P ~
A COUNTY CUMBERLAND
2331 MARKET ST ACN 101
APPEAL DATE: 08-31-2012
CAMP HILL PA 17011-4642 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND RENI7 PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER POR
____ TION FOR YOUR REC O
RDS F
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE _
TAX APPRAISEMEN L. ALLDWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: WAGONER JACK DFILE N0.:21 11-0804 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X7 ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) 117 .00
2. Stocks antl Bonds (Schedule B) NOTE: To ensure proper
I2) ,00 credit to your account,
3. Closely Heltl Stock/Partnership Interest (S<hatlula C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (SChetlula D) of this form with your
(4) •DO
ta% payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,247.36
6. Jointly Owned Property (Schedule F) (67 .00
7. Transfers (Schedule G) 177 365,618.50
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 372,865.86
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedu le H7
70
6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) 197
.
0
(10) 8.910.80
11. Total Deductions
12. Net Value of Tax Return (11) 19.547.30
(12) 353,318.56
13. Charitable/Governmental Bequests; Non-eleciad 9113 Trusts (Schedul
J)
14. Net value of Estate Subject io lax e
113) .00
0147 353.318.56
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total ,
,
and 19 will
of ALL retu
ASSESSMENT OF TAX rns assessed to date.
:
15. Amount of
16. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS: Line 14
Line 14
Line 14
Line 14
Tax Due at Spousal
taxable at
at Sibling
taxable at rate
Lineal/Class A rate
rate
Collateral/Class B rata (157
C16) 3
(177
(18) .00 X
q;,;18. ~.6 X
00 X
.00 X 00 =
045 =
12 =
15 =
c19)= .00
15,899.34
.00
.00
15,899.34
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-02-2011
03-08-2012 CD014933 700.00 13,300.00
CD015680 .00 1,899.36
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 15,899.36
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. ,Op
TOTAL DUE .02CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
TOTAL DUE 162.89CR
IF TOTAL DUE IS REFLECTED AS A •'CREDIT" CCR), YOU MAV BE OUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.