HomeMy WebLinkAbout11-26-12' t NOTICE OF INHERITANCE TAX 5 ~ pennSy~Vanla
APPRAISEME~1'S,r` A'LLU.1~AhIG~--Q- DISALLOWANCE _' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUC' ~bNS 'A'ND AS.S~ ENT OF TAX REV-1547 EX AFP cog-12)
INHERITANCE TAX DIVISION `.!~- ' •! ~ ~`
PO BOX 280601 - `•
HARRISBURG PA 17128-0601 -
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~'~ ~STK~E OF WIK THOMAS J
DATE OF DEATH 05-16-2012
FILE NUMBER 21 12-0572
~ ~~ ~° ~` ,~ ~ ~~ ~~-~~_~000NTY CUMBERLAND
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DALE WIK ~~ i ._ ,~"~,j ';+.. ACS= 101
33 BYERS RD APPEAL DATE: 01-19-2013
S H I P P E N S B U R G P A 17 2 5 7 (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-_F-____________________
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WIK THOMAS JFILE N0.:21 12-0572 ACN: 101 DATE: 11-20-2012
TAX RETURN WAS: t ) ACCEPTED AS FILED C )() CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
(1) 158, 000.00 NOTE: To ensure proper
1. Real Estate (Schedule A)
C2) ,0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
17,199.77
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) ,0 0
6. Jointly Owned Property (Schedule F) (6)
(7) 75, 050.00
7. Transfers (Schedule G)
8. Total Assets (8) 250 , 249.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 4.6 2 6.~
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7 2 8'17
C11) 25, 354.46
11 . Total Deductions 224 , 895.31
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Sub]ect to Tax t14) 224,895.31
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX: .00 X 00 - .00
15. Amount of Line 14 at spousal rate C15) -
16. Amount of Line 14 taxable at lineal rate (16) 7?4.895 _~_1 X 045 = 10 , 120.29
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
(19)= 10, 120.29
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-08-2012 CD016355 473.46 8,995.81
PAYMENT MUST BE MADE BY 02-16-2013*. TOTAL TAX PAYMENT 9,469.27
BALANCE OF TAX DUE b51.02
INTEREST AND PEN. .00
TOTAL DUE 651.02
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE ~/~
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470 EXr^~-10) `
•
~ pennsy vania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
H R R PA 17 8-0601
DECEDENT'S NAME FILE NUMBER
Thomas Wik 2112-0572
REVIEWED BY ACN
Tracell Collins-Smith 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
Row Paae 1