HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
GEORGE F DOUGLAS
26 WEST HIGH ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
_ DEPARTMENT OF REVENUE
NU1'$CE OF INHERITANCE TAX
_ APPRAISE{AENT; ALLOWANCE OR DISALLDWANCE
" --'"OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
~~~~ r~~~ _~ ~ ~L' 3 i DATE 04-27-2009
ESTATE OF FICKES WALTER M
~1C:,1 ("`•~ DATE OF DEATH 03-07-2008
~~,~'~;~`v'~ ~;^;(.!FT FILE NUMBER 21 08-0867
ESQ~'I !C,^~ ~ 'J' ,r~,r~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-26-2009
PA 17 013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FICKES WALTER M FILE N0. 21 08-0867 ACN 101 DATE 04-27-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 1,6$8,383.90 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 4,332.17 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 28,772.58
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 209,806.88
8. Total Assets fig) 1 , 931 , 295.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
73,399.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 331 , 036.97
11. Total Deductions C11) 404.436.47
1,526,859.06
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
1,526,859.06
14. Net Value of Estate Subject to Tax (14)
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)
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
17. Amount of Line 14 at Sibling rate C17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
19. Principal Tax Due
rex rocnrrc.
1,526,859.06 X
.00 X
.00 X
.00 X
00 _ .00
045 = . 00
12 _ .00
15 _ .00
C19)= .00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT F'AID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DIIE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)