HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION -- -
PO BOX 280601 REV-1547 EX AFP (09-12)
HARRISBURG PA 17ftM D f_D OFFICE O F
R E G I",7 1.k� OF ji11Lt a DATE 04-01-2013
ESTATE OF BARKSDALE JOANNE E
i �:: 115 DATE OF DEATH 07-12-2012
' ,! FILE NUMBER 21 12-0850
ROGER B IR4Qev COUNTY CUMBERLAND
60 W POORKtANs' COURT ACN APPEAL DATE: 05-31-2013
CARL I G T1 M E E R L A N DP�X17 PW-3 2 4 3 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT' PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP (:12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARKSDALE JOANNE EFILE NO. :21 12-0850 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bands (Schedule B) (2) 8,137.50 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tai: payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 7,530.03
6. Jointly Owned l Property (Schedule F) (6) 1,870. 11
7. Transfers (Schedule G) (7) 375,689.86
8. Total Assets (8) 393,227.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 8,977.00
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 8,977.00
12. Net Value of Tax Return (12) 384,250.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 384,250.50
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 384,250.50 X 00 = 00
16. Amount of Line 14 taxable at lineal rate (16) nn X 045 = . 00
17. Amount of Line 14 at sibling rate (17) -nn X 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = 00
19. Principal Tax Due (19) 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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 FOR INSTRUCTIONS. �}