HomeMy WebLinkAbout12-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - APPRALSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _-
HARRISBURG PA 17128-0601 ~ -~ '" - ~.
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DALE F SHUGHARY4 JR "ESQ
10 W HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 11-24-2008
ESTATE OF BARRICK GLADYS C
DATE OF DEATH 01-23-2008
FILE NUMBER 21 08-0128
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-23-2009
(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 ALOIN_G THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE ~OF BARRICK GLADYS C FILE N0. 21 08-0128 ACN 101 ___________
OR
DATE 11-24-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. (teal Estate (Schedule A) (1) 131,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 94 5.36 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Flortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 513,012.55
6. .lointly Owned Property (Schedule F) C6) .00
7. lfransfers (Schedule G) (7) .00
8. Total Assets (B) 644,957.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
41,268.23
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,564.69
11. Total Deductions (11) 4 .8 ~ .9
12. Net Value of Tax Return (12) 602, 124.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 602, 124.99
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. Ilmount of Line 14 at Spousal rate C15) • 00 X 00 __ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 602, 124.99 X 045 = 27, 095.62
17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 27, 095.62
TAY !`D (TIT TC.
PAYMENT
DATE. RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-18-2008 CD009583 1,200.00 22,800.00
08-18-2008 CD010161~ .00 3,095.82
TOTAL TAX CREDIT 27,095.82
BALANCE OF TAX DUE .20CR
INTEREST AND PEN. .00
TOTAL DUE .20CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE