HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX I
pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
w• DATE 10-28-2013
ESTATE OF BARRICK MARIE R
�01 DATE OF DEATH 05-10-2013
FILE NUMBER 21 13-0568
COUNTY CUMBERLAND
FREY ROBE R,T •G , .,_..- ACN 101
5 S HANOVER ST " "- -- `' •' APPEAL DATE: 12-27-2013
CARLISLE C ,P.A:170.13.-330-7, �� (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR
- YOUR RECORDS +-
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R-E-V--1'5-4-7--EX--A'F-P'-(-0-8-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-OR-------------'-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRICK MARIE RFILE NO. :21 13-0568 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) 3,387. 12 credit to your account.
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,015.86
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 154,900. 00
8. Total Assets (8) 171 .302.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5.591 .59
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 5,591 .59
12. Net Value of Tax Return (12) 165,711 .39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 165,711 .39
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) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 16r.-711 - 39 X 045 = 7,457.01
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,457.01
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-01-2013 CDO17962 372.85 7,084. 17
TOTAL TAX PAYMENT 7,457.02
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .OICR
* 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. r`n