HomeMy WebLinkAbout04-13-12r~-•~-r f-,.'~~@T~ E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TaxES ~;~Ii1~P.1~,AIS ~j~yEN , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r r i\',~ ~ At' i~:D~p~l~.~.~IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~'-%°~t"" "'` ~'
HARRISBURG PA 17128-0601
Pennsylvania ~ ~ ~~_r
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
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r'"t~ ~~~ ~ ~ ~~~~~ ~-` , DATE 04-09-2012
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ESTATE OF WARRICK II CARL L
t G{1't (`~ DATE OF DEATH 10-17-2009
CiFc~C},:S~~C ~.` i~• FILE NUMBER 21 09-1054
h~,±`"'_L;.i.r~,,`~r) ~,:,.J , ~'~` COUNTY CUMBERLAND
ROBERT G FREY C~j'' -' ACN 101
5 S HANOVER ST APPEAL DATE: 06-08-2012
CARLISLE PA 17013-3307 (See reverse side under Objections)
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 C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WARRICK II CARL LFILE N0.:21 09-1054 ACN: 101 DATE: 04-09-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,660.30 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,411.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 13,071.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) ].278.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 61.486.00
11. Total Deductions C11) 62,764.00
12. Net Value of Tax Return (12) 49,692.70-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 49,692.70-
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
PAYMENT I RECEIPT I DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.