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NOTICE OF INH ERITANCE TAX pe~nsylvan
a
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION AP~ NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
n+ ~ ,T~~O ~ ~ AS~ESSNENT 0~' TAX REV-1547 EX AFP (12-09)
~~~ ~
PO DOX 281601 ~ '+ i , ~~
HARRISdUR6 PA 17128-Bb01
~~~~ ~ ..~ ~ ~~+ ~~ DATE 05-31-2010
ESTATE OF WICKWIRE WARRf N P
DATE OF DEATM 10-07-2009
FILE NUMBER 21 09-1082
,~ COUNTY CUMBERLAND
JAMES D BOGAR ~ ~.,~ ~ ACN 101
BOGAR ETAL APPEAL DATE: 07-30-2010
(See reverse sale under Ob}ect~oss
1 WEST MA I N S T -
SHIREMANSTOWN PA 17011 ~
Amount Re~itted ~
MAKE CHECK PAYABLE AND REMIT PAYMENT TOa
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ ________________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPR AISEMNENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: WICKWIRE WARREN PFILE N0.:21 09-1082 ACN: 101 DATE: 05-33-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ONs ORIGINAL RETURN
1. Rawl Estate CSchedule A) Ci) .0 0 NOTE: To ensure props
C2) 394,.816.80 credit to your account.
2. Stocks and Bonds CSchadula B) subeit the upper portion
3. Closely Held StocklPartnershipinterest CSchedule C) .0 0
C3) of this fore with your
4. Mortpaaes/Notes Receivable CSchedule D) C4) .0 0 tax pageant.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 405,b25.50_
6. Jointly Owned Property CSchedule F) Cb) .0 0
7. Transfers CSchedule 6) (7) 155, 895.07
8. Total Assets C8) 956 , 337.37
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ade. Costs/Misc. Expenses CSchedule H) Cg) 7 3.372
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) .0 0
C11) 73, 372.26
11. Total Deductions 882, 965.11
12. Net Valu• of Tax Return C12)
13. Charitable/Governeental Bequests; Non-elected 9113 Trusts CSchedule J) C13) `~,.,__:
14. Net Value of Estate Subject to Tax C14) 882,965.11
NOTE: If an asssss~ent ryas 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.
ASSESS MENT OF TAX:
07 X 00
895
23
.00
15. Aeount of Line 14 at Spousal rate C15) .
,
16. Aeount of Line 14 taxable at Lineal/Class A rate C16) ___~9~.07~ 4 X 045 = 38,658.15
17. Aeount of Line 14 at Sibling rate C17) _0 0 X 1 2 ~ .00
18. Aeount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19 )a 38, 658.15
T AX CR EDITS:
PAYME T RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTERESTlPEN PAID C-)
n,_n7_7n~n cnn »tq4 1,932.91 36,725.24
TOTAL TAX PAYMENT 38,658.15
BALANCE OF TAX DUE .00
INTEREST ANfl PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REYERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REYERSE SIDE OF THiS FORM FOR INSTRUCTIONS. (x"'qj~