HomeMy WebLinkAbout01-29-08
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERlTANC[ -AX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
,"
NOn~E,...~1 INHERITANCE TAX
'APPRAISEt1ENTt. ALLOWANCE OR DISALLOWANCE
", OF OtDUCTIONS.AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
2D08 J.&N 29 All 9: 05 DATE 01-07-2008
ESTATE OF BARRICK MARY E
ClUil\ DATE OF DEATH 03-31-2007
ORf+:lt'~ COUilT FILE NUMBER 21 07-0415
C(y,:---I I" COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-07-2008
( See reverse side under Objections)
PA 17013 Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ROBERT M FREY
FREY & FREY
5 S HANOVER ST
CARLISLE
fYI_~~?~~_I~J~_~J~~______~___~~!~!~_~~~~~_~~~!!9~_~~~_Y9~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARRICK MARY E FILE NO. 21 07-0415 ACN 101 DATE 01-07-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
NOTE: If an assessment was issued preViously, lines 14, 15 and/or 16, 17, IS and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
488,218.00
.00
549,762.00
(B)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
37,626.00
(9)
(10)
1,134.00
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to YOUr account,
submit the upper portion
of this form with your
tax payment.
1,037,980.00
38.760 00
999,220.00
.00
999,220.00
(15) .00 X 00 .00
(16) 999,220.00 X 045 = 44,964.90
(17) .00 X 12 = .00
<1B) .00 X 15 = .00
(19)= 44,964.90
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (_)
06-25-2007 CD008329 2,164.72 41,129.71
10-18-2007 CDOO8826 .00 1,537.57
INTEREST IS CHARGED THROUGH 01-22-2008 TOTAL TAX CREDIT 44,832.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 132.90
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .56
TOTAL DUE 133.46
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE