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DATE 01-07-2008
ESTATE OF BARRICK MARY E
DATE OF DEATH 03-31-2007
FILE NUMBER 21 07-0415
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-07-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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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
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
.D~~A~TM~NT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAtSEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
, I
r: >1 i ! :
19
(JF--'-
-"I
ROBERT M FREY
FREY & FREY
5 S HANOVER ST
CARLISLE
PA 17013
'*
REV-1547 EX AFP (06-05)
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
.00
.00
.00
.00
488,218.00
.00
549,762.00
(8)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
37,626.00
1.134.00
(11 )
(12)
(13)
(14)
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
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 !!J.. 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) 999,220.00 X 045 = 44,964.90
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19) = 44,964.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-25-2007 CD008329 2,164.72 41,129.71
10-18-2007 CD008826 .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. r: .
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
REVIEWED BY
Mary E. Barrick
Anita McCully
FILE NUMBER
ACN
2107-0415
101
ITEM
SCHEDULE NO.
H B-3
EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child livina in the same household as the decedent as of the
date of death.
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