HomeMy WebLinkAbout01-25-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APPRA~;~SEM~~hT`';'~; he~:C~ e~~E OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~; DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF ~ D~bUC'ITDN~S AND~i4S$ES$MENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 n,`~i,y _,ri ~"'; ij:.' .
HARRISBURG PA 17128-0601 ~-
~~~~ ~~~ ~~ ( ~ 2: 2~ATE 01-19-2010
~~JJSTATE OF BARRICK DORIS J
DATE OF DEATH 10-19-2008
(;I ~r~~_ ~r FILE NUMBER 21 08-1091
~~~~_'~~' { ~ ~,~~.f~~ f COUNTY CUMBERLAND
HAMILTON C DAVIS ~~Cnnr '`~~~~ ~~"~`. ~~ ACN
'` ~, 101
ZULLINGER DAVIS APPEAL DATE: 03-20-2010
2 0 E B U R D S T S T E 6 (See reverse side under Objections )
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~--- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRICK DORIS JFILE N0.:21 08-1091 ACN: ins nsr~. n,_,o_~n,n
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 165, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,28 5.8 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 172,285.80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6. 8 4 9.4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18, 968.32
11. Total Deductions C11) 25,817.74
12. Net Value of Tax Return C12) 146,468.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 146,468.06
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Lfne 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) . 00 X
C16) 14 6.468.06 X
(17) . DO X
C18) . 00 X
00 = .00
045 = 6,591.06
12 = .00
15 = .00
C19)= 6,591.06
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-17-2009 CD011508 .00 6,591.06
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 6,591.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.