HomeMy WebLinkAbout11-23-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
. _ ., ,
CHARLES G CHELD~N;'~,SQ ~ F':`~
21 A E ASHLAND ST
DOYLESTOWN PA 18901
NOTICE OF INHERITANCE TAX
_ APARAIS~M~N~,~ ALLOWANCE OR DISALLOWANCE
Of DEITU'CTIONS AND ASSESSMENT OF TAX
Pennsylvania ~: ~:~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 11-14-2011
ESTATE OF FICKES MARGUERIT A
DATE OF DEATH 01-04-2011
FILE NUMBER 21 11-0354
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-13-2012
(See reverse side under Objections )
Amount Remitted
MAKE REGISTERA OFB WI LNS REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
,,
. J ! ._.
~ RETAIN LOWER PORTION FOR YOUR
_________ RECORDS ~ _____
________'---'""" ___________
CUT ALON_6 THIS LINE ________________
R
R
N ALLOWANCE OR
ASSESSMENT OF TAX
REV-1547 EX AFP C12-lO~
DEDUCTIONS AND
OF
ISALLOWANCE
1
D
MARGUERIT AFILE N0.:21 11-0354 ACN: 101 DATE: 11-14-201
ESTATE OF: FICKES
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
)
.00 NOTE: To ensure proper
C1
1. Real Estate (Schedule A)
C2) 3, 1b7. 00 credit to your account,
upper portion
th
2. Stocks and Bonds (Schedule B)
(3) submit
'00 of thi e
s form with your
Closely Held Stock/Partnership Interest (Schedule C)
3 ,00 tax pa yment.
.
C4)
Mortgages/Notes Receivable (Schedule D)
4 ,00
.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (6)
5 11,797.00
.
Jointly Owned Property (Schedule F)
6 87,500.00
C7)
.
7. Transfers (Schedule G) (8) 102,464.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 25,188.00
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
9
lU) 115.00
.
(
10. Debts/Mortgage Liabilities/Liens (Schedule I) 25,303.00
(11)
77,161.00
11. Total Deductions C12)
12. Net Value of lax Return C13)
nmental Bequests; Non-elected 4113 Trusts (Schedule J) .00
77,161.00
13. Charitable/Gover (14)
14. Net Value of Estate Subject to Tax
15 and/or 16, 17, 18
and 19 will
NOTE: If an assess:eent was issued previously, lines 14, sessed to date .
reflect figures that include the total of ALL returns as
ASSESSMENT OF TAX:
C15) .00 X 00 = .00
15. Amount of Line 14 at Spousal rate 77.161.00 X 045 = 3,472.25
16. Amount of Line 14 taxable at Lineal/Class A rate C1~) p0 X 12 = .0 0
17. Amount of Line 14 at Sibling rate .
.00 X 15 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) (19)= 3,472.2 5
19. Principal Tax Due
TAX CREDITS: DISCOUNT (+)
CEIPT
AMOUNT PAID
PAYMENT RE
DATE NUMBER INTEREST/PEN PAID C-)
173.61 3,700.
-15-2011 CD014143
TOTAL TAX PAYMENT 3,873.61
BALANCE OF TAX DUE 401.36CR
INTEREST AND PEN. .00
TOTAL DUE 401.36CR
~ 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. ~`