HomeMy WebLinkAbout05-22-12 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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ROBERT G FREY C~~~~~~~~~-~~~U ~,0,, F,~
5 SOUTH HANOVER STREET
CARLISLE PA 17013
NOTICE OF INHERITANCE TAX
AP~!'~i~i~,~,~H~H7~-~~4~l~WANCE OR DISALLOWANCE
(~~'r- I3Ei11tCTtONSi ~1ND ASSESSMENT OF TAX
Pennsylvania ~ i
DEPARTMENT OF REVENUE
REV-1547 EX AFP U2-11) "'~'..'e:, w
DATE 05-14-2012
ESTATE OF STICKEL WILLIAM C
DATE OF DEATH 05-10-2011
FILE NUMBER 21 11-0578
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2012
(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 ---- -~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STICKEL WILLIAM (FILE N0.:21 11-0578 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: OO ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
,Op
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,500.0 0
6. Jointly Owned Property (Schedule F) (6) 56, 629.95
7. Transfers (Schedule G) (7) 43, 056.00
8. Total Assets (8) 101 , 185.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 3,8 91.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 72.00
11. Total Deductions C11) 3,963.00
12. Net Value of Tax Return (12) 97,222.95
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 97,222.95
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 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 (17) 64 , 81 S. 30 X 12 = 7, 777.84
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 32,407.65 X 15 4,861.15
19. Principal Tax Due (19)= 12,638.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-04-2011 CD014803 618.42 11,750.00
11-30-2011 CD015269 .00 301.49
TOTAL TAX PAYMENT 12,669.91
BALANCE OF TAX DUE 30.92CR
INTEREST AND PEN. .00
TOTAL DUE 30.92CR
* 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. ~ ~,7
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