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~ NOTICE_OF INHERITANCE TAX pe1111S~/~Vat1~C'~ ~`~~~~ ~,
BUREAU OF INDIVIDUAL TAXES ! ~ I'Xt~x&EMEN~''. --A1~,'~OWANCE oR DISALLOWANCE
INHERITANCE TAX DIVISION OF' DEDUCTI®N~ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
' ~.~ i ~ ~ , ~ ~ ° '.~ a DATE O 1 - 25 - 2011
ESTATE OF BARNITZ GEORGE W
DATE OF DEATH 01-26-2010
-~~~~r1,~~C ;^,~ ~~_~~ FILE NUMBER 21 10-0098
WILLIAM A DUNCAN U;1` ~~ "- ~ ~ " 'r~'~ ~:" COUNTY CUMBERLAND
1 IRVINE ROW ACN 101
CARL I SL E PA 17013 APPEAL DATE: 03-26-2011
(See reverse side under Objections)
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 E--
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARNITZ GEORGE WFILE N0.:21 10-0098 ACN: 101 DAT
E: 01-25-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
0 0
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
C2) 334, 180 .88 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule •
tax payment.
E) (5) 1 , 716, 212.72
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G)
C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 2,050,393 60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) ~ 7.7 0 0 0 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12,419.15
11. Total Deductions
12• Net Value of Tax Return C11) 70, 119.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1
7 6 3
.
14. Net Value of Estate Subject to Tax ,
,0 9 3
6 2
(14) 217, 180.74
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of ,
,
o and 19 will
ALL returns
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14 at Spousal rate (15)
0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate .
X
.0 0
C16)
17. Amount of Line 14 at Sibling rate n 0
x 045 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C17) ~ 0 X 12 =
C18) 217, 180.74 X 15 - • 00
- 32
5
19. Principal Tax Due ,
77.11
TAX CREDITS:
(19)= 32,577.11
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-06-2010 CD012575 789
47
10-18-2010 CD013503 . 15,000.00
11-09-2010 CD013623 '00 7,500.00
14.30- 9,338.11
TOTAL TAX PAYMENT 32,613.28
BALANCE OF TAX DUE 36.17CR
INTEREST AND PEN. .00
TOTAL DUE 36.17CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL
FOR CALCULATION OF ADDITIONAL INTEREST DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
- - _ ~`."