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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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REV-1547 EX AFP (06-05)
DATE 01-21-2008
ESTATE OF RICKERT BEN H
DATE OF DEATH 01-11-2007
FILE NUMBER 21 07-0105
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-21-2008
( See reverse side under Objections)
Amount Remittedl ~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 RICKERT BEN H FILE NO. 21 07-0105 ACN 101 DATE 01-21-2008
ROBERT CRICKER"
224 TYLER ST
ATHENS PA 18810
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
(9)
CIO)
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
180,000.00
.00
.00
.00
163,108.20
.00
70,777.92
(8)
413,886.12
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
5,907.44
8.795.63
CI1)
CI2)
14.703 07
399,183.05
.00
399,183.05
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
NOTE:
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
10-05-2007
RECEIPT
NUMBER
CD008786
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
CIS)
CI6)
CI7)
CI8)
CI3)
CI4)
.00 X
399,183.05 X
.00 X
.00 X
00 _
045 =
12 =
15 =
.00
17,963.24
.00
.00
17,963.24
CI9)=
AMOUNT PAID
17,963.24
TOTAL TAX CREDIT 17,963.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~/r\
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.