HomeMy WebLinkAbout07-10-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~ r-;^- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,. ~ Ap!pRAISEMENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION -; ',QF'.DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .-; ., .: -- ,, ,: , . ;
HARRISBURG PA 17128-0601 ~~
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STEPHEN D TILEYe~~*~ , y_ v .
FREY 8~ TILEY
5 S HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP CO1-09)
DATE 07-06-2009
ESTATE OF BARRICK ISAAC H
DATE OF DEATH 05-03-1921
FILE NUMBER 21 07-0975
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(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 ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARRICK ISAAC H FILE N0. 21 07-0975 ACN 101 DATE 07-06-2009
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) 69, 072.60 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
8. Total Assets
00 submit the upper portion
(3) . of this form with your
(4) .00 tax payment.
C5) .00
C6) .00
~7) .00
C8) 69, 072.60
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) -~~
12. Net Value of Tax Return C12) 69, 072.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14 Net Value of Estate Subject to Tax (14) 69, 072.60
.
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 C15) • 00 X 02 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 69, 072.60 X 02 = 1 , 381 .46
17. Amount of Line 14 at Sibling rate C17) • 00 X 00 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 05 .00
19 Principal Tax Due (19)= 1,381.46
.
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-18-1996 AMNP PEN 1,122.17 .00
10-29-2007 CD008865 2,072.17- 3,453.63
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: AMNESTY NP
PENALTY ASSESSED
10-30-2007 TOTAL TAX CREDIT 1,381.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. 6,124.32
TOTAL DUE 6,124.32
C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REpUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE C
A REEIINn_ SFF REVERSE STnF OF THIS FORM FOR INSTRUCTIONS.)