HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .S ~c'A~P~C~~I~fiT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ^Of' ~,EDU'CTIONS AND ASSESSMENT OF TL"~X
PO BOX 28D601 I,,, ~ I I ~i 'i si . 4 L ..-:
HARRISBURG PA 17128-0601
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ROBERT G FREY
FREY 8~ TILEY
5 S HANOVER ST
CARLISLE
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PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 17.-28-2009
ESTATE OF WICKARD BARBARA K
DATE OF DEATH 03-31-2008
FILE NUMBER 21 08-1086
COUNTY CUMBERLAIND
ACN 101
APPEAL DATE: 02-26-2010
(See reverse side under Objections)
AB~ount Reaitted~
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 C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WICKARD BARBARA KFILE N0.:21 08-1086 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 450,000.OQ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .Od submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •Qtl tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .OQ
6. Jointly Owned Property (Schedule F) (6) 17,500.OQ
7. Transfers (Schedule G) (7) 24, 166. OQ
e. Total Assets c8) 491 , 666.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 9.6 93.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 9,693.00
12. Net Value of Tax Return (12) 481,973.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 481,973.00
NOTE: If an assesseent was issued previously,
reflect figures that include the total
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
lines 14, 15 and/'or 16, 17, 18 and 19 will
of ALL returns assessed to date.
c15) 39,225.00 X 00 = .00
c16) 4u~.74s_oo x tl45 = 19,924.00
C17) _ 00 X 12 = . 00
c18) .00 X 15 = .00
(19)= 19,924.00
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE I NUMBER I INTEREST/PEN PAID C-)
-_9q_9nnst r•nn~ ncno .. ..
AMOUNT PAID
TOTAL TAX PAYMENt 20,250.00
BALANCE OF TAX DUIE 326.000R
INTEREST AND PEN... .00
TOTAL DUE 326.000R
* 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.