HomeMy WebLinkAbout04-30-10NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAIS~1~'E~V~`,' ~A~L`-tl1~1~ OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DE~,f,UCTIONS-1AND:¢•SSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 •~ ~~~ ~ -~ -~ ,. -.
HARRISBURG PA 17128-0601
Z~'U ~~R 30 ~{~'~ ~~: ~/~TE 04-26-2010
ESTATE OF WICKENHEISER PAULINE H
C DATE OF DEATH 07-21-2009
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~.~ ,,,,~ ~~„~T FILE NUMBER 21 09-0848
O~ ~~~ ~ ~"' ~ COUNTY CUMBERLAND
SHAWN M PIERSON ~~ ~}'~ ~~ACN 101
105 E OREGON RD APPEAL DATE: 06-25-2010
L I T I TZ PA 17543 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE. SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WICKENHEISER PAULINE HFILE N0.:21 09-0848 ACN: 101 DATE: 04-26-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
credit to your account,
2. Stocks and Bonds (Schedule B) i;2) .00
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 46,170.74
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) 179,875.82
8. Total Assets cB) 226.046.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 14.467.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions cll) 14,467.50
12. Net Value of Tax Return X12) 211,579.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 211,579.06
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) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 711 .p+79.06 x 045 = 9,521.06
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 9,521.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-OS-2009 (0011850 473.68 9,000.00
11-05-2009 (0011965 .00 47.3 9
TOTAL TAX PAYMENT 9,521.07
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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. `^~ 1
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