HomeMy WebLinkAbout11-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
WILLIAM A DUNCAN
1 IRVINE ROW
CARLISLE
NOTICE OF INHERITANCE TAX
~'R''R~t,~iS#~~Nf~,,,_ ~OWANCE OR DISALLOWANCE
O;F,~I~E~UCtfUN`~AND ASSESSMENT OF TAX
CUT ALONG THIS LINE - --~ - R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4-- _ _ _________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRICK KENNETH EFILE N0.:21 10-0191 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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 tSchedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsyLvania ~ ~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 226, 026.60
C9) 17 , . 23
clo) 2, 779.17
11. Total Deductions C11) 20, 004.40
12. Net Value of Tax Return (12) 206, 022.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 206, 022.20
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?06 , 0?? _ 0 X 045 = 9, 271.00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 9,271.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-19-2010 CD012773 342.11 6,500.00
08-26-2010 CD013254 .00 2,429.10
TOTAL TAX PAYMENT 9,271.21
BALANCE OF TAX DUE .21CR
INTEREST AND PEN. .00
TOTAL DUE .21CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
C1) 139,495.30
c2) 6 , 041.56
c3) .00
c4) .00
c5) 75, 590 .53
c6) 4,899.21
c7) .00
~tflQ~oi _8 ~~ ~. ~~ DATE 11-01-2010
G7 ESTATE OF BARRICK KENNETH E
DATE OF DEATH 02-20-2010
~~E~~ Q~ FILE NUMBER 21 10-0191
~~P~~, S ~~JU~T COUNTY CUMBERLAND
CV~6r'~'^~(_,s'ti,~:~~`; ; ;~' , ~~ ACN 101
APPEAL DATE: 12-31-2010
PA 17013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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