HomeMy WebLinkAbout10-09-12
CE OF INHERITANCE TAX pennsylvania i`
ALLOWANCE OR DISALLOWANCE jig
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 11L.4y:1,.~.; b;fj,gCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
12OCT_9
0 "T
PM 3:34 DATE 10-01-2012
ESTATE OF FICKES JR HAROLD C
DATE OF DEATH 03-17-2012
ORPH,4 r-N pr FILE NUMBER 21 12-0394
CUMBERLAND CO PA COUNTY CUMBERLAND
THOMAS E FLOWER ACN 101
FLOWER LAW LLC APPEAL DATE: 11-30-2012
10 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013-2922 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE -1 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FICKES JR HAROLD CFILE NO.:21 12-0394 ACN: 101 DATE: 10-01-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 14,819.95 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 28,207.64
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 260,533.18
8. Total Assets (8) 303,560.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17,835.0 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,227.11
11. Total Deductions (11) 22, 062.17
12. Net Value of Tax Return (12) 281,498.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 281,498.60
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) 281 .498.6[1 x 045 = 12,667.44
17. Amount of Line 14 at Sibling rate C17) On X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,667.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-08-2012 CDO16083 633.37 12,034.81
TOTAL TAX PAYMENT 12,668.18
BALANCE OF TAX DUE .74CR
INTEREST AND PEN. .00
TOTAL DUE .74CR l
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.