HomeMy WebLinkAbout12-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- (NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ _
HARRISBURG I?A 17128-0601
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JIAMES M RO$INSOQ~~',`'!y'
1'URO LAW OFFICES
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CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 11-24-2008
ESTATE OF BARRICK JULIA H
DATE OF DEATH 11-06-2007
FILE NUMBER 21 08-0382
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 CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS ~
_
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEM _
ENT, ALLOWANCE ________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF BARRICK JULIA H FILE N0. 21 08-0382 ACN 101 DATE 11-24-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 57,126.50 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,109.88
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 64,236.38
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;
14. Net Value of Estate Subject to Tax
6,946.33
C9)
(lo) .00
(11) 6.946.33
(1z) 57,290.05
Non-elected 9113 Trusts (Schedule J) (13) .00
(14) 57,290.05
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) 57,290.05 X 045 - 2,578.05
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) •00 X 15 _ .00
19. Principal Tax Due (19)= 2,578.05
TeX CRGTITTC.
PAYIMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-14-2008 CD010145 .00 2,578.05
11-17-2008 SBADJUST .00 3.96
TOTAL TAX CREDIT 2,578.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
• occ~~.~„ crc orvrocr crnr nr Turc FORM FOR INSTRUCTIONS.)