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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
Hi I I! : l}ff)TATE OF
'IYATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-01-2007
WICKARD
11-12-2006
21 06-1113
CUMBERLAND
101
APPEAL DATE: 11-30-2007
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
< ., DC":" -~ ~j
ROBERT R BLACK
LANDIS & BLACK
36 S HANOVER ST
CARLISLE
. '.
PA 17013
REV-1547 EX AFP (06-05)
GEORGE
B
T-
PAYMENT TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WICKARD GEORGE B FILE NO. 21 06-1113 ACN 101 DATE 10-01-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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)
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
145,875.60
.00
.00
.00
17,098.31
.00
11,526.70
(B)
(9)
CIO)
17,390.36
.00
(11 )
CI2)
CI3)
CI4)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
05-09-2007
NOTE:
RECEIPT
NUMBER
CD008142
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
INTEREST IS CHARGED THROUGH 10-16-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
174,500.61
17.390.36
157,110.25
.00
157,110.25
CI5)
CI6)
CI7)
CIB)
52,370.08 X 00 .00
104,740.17 X 045 = 4,713.31
.00 X 12 .00
.00 X 15 .00
CI9)= 4,713.31
AMOUNT PAID
4,700.00
TOTAL TAX CREDIT 4,700.00
THE BALANCE OF TAX DUE 13.31
INTEREST AND PEN. .19
TOTAL DUE 13.50 .
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. / ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.