HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-NQT;IC~ 4fF ENHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `.APPRArISEMENT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS -AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
LL:~~iJ ~L,~ LJ ~'~s1 ~i ~ ~y~ DATE 09-22-2008
ESTATE OF BARRICK FRANCES C
DATE OF DEATH 02-22-2008
~~ _~ ~~~`~ ~ '- FILE NUMBER 21 08-0218
~~~~ :~~ _ _~ COUNTY CUMBERLAND
JAMES M BACH ESQ ~!.'' "~ '~~~' ACN 101
352 S SPORTING HILL RD APPEAL DATE: 11-21-2008
MECHANICSBURG PA 17050 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARRICK FRANCES C FILE N0. 21 08-0218 ACN 101 DATE 09-22-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
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.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
c13) .00
c14) 71,075.81
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 C16) •00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 71,075.81 X 15 _ 10,661.37
19. Principal Tax Due C19)= 10,661.37
TAY /`D (TIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-23-2008 (0009923 .00 10,661.37
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 10,661.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ ~~
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~1) .DO NOTE: To insure proper
C2) ,00 credit to your account,
00 submit the upper portion
C3) . of this form with your
~4) .00 tax payment.
cs) 83, 139.56
c6) .00
~7) .00
cB) 83, 139.56
12,063.75
(9)
clo) .00
(11) 12.063.7
c12) 71,075.81