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NOTICE OF INHERITANCE TAX pennsylvan~a ~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~`
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~~' ~D,E;D'ttCTfi;QfVS~-'~~ ASSESSMENT OF TAX REV°1547 EX AFP t12-09)
PO BOX 280601 ~• `
HARRISBURG PA 17128-0601 _ ~ :~
- ~ DATE 08-09-2010
~~ ~~ ~~l~ ' ~ ~~ ~ i ; ~J ESTATE OF FIKE GRACE E
DATE OF DEATH 03-13-2010
FILE NUMBER 21 10-0289
~ '~-`~~~ ~~;~~~ COUNTY CUMBERLAND
ANDREW C SHEELY ~1F~ +_.~~`' ~~ _,1 ~ ST ACN 101
127 S MARKET ST ~; ~~ '~ ~`' '-'=~, APPEAL DATE : 10 - 0.6 - 2010
P O B O X 9 5 (See reverse side under Objections
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______ _______
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR- -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FIKE GRACE EFILE N0.:21 10-0289 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 20,418.00 credit to your account,
.0 0 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) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 23, 641 .4b
6. Jointly Owned Property (Schedule F) (6) 109,493.97
7. Transfers (Schedule G) (7) 299, 139.85
8. Total Assets c8) _ 452,b93.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 19.4 0 7.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,221.70
11. Total Deductions C11) _ 30,628.8b
12. Net Value of Tax Return C12) _ 422, Ob4.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 422, 064.42
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
T!-X CREDITS:
(15) .00 x 00 - .00
(16)„ 422 , 064.42 x 045 ~ 18, 992.89
(17) . DO x 12 . 00
(18) .00 x 15 ~ .00
(19)-= 18,992.89
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-28-2010 CD012815 949.64 18,043.25
TOTAL TAX PAYMENT 18,992.89
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE'
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.
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