HomeMy WebLinkAbout03-28-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ' ` DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601 ��EC 0 RD E D OFFICE OF
REV-154] EX AFP (08-13)
HARRISBURG PA 17128-0601 REGISTER OF WILLS
DATE 03-31-2014
Z�19
BARIK
MOP 28 fln 113 t ATE STATE OF OF DEATH 05-14-2013 JEAN E
CLERK OF FILE NUMBER 21 13-0631
ORPHANS' COURT ACN COUNTY CUMBERLAND
BARRICK NOLAN 101
340 MOURNING DOVE DR CUMBERLAND CO., PA APPEAL DATE: 05-30-2014
NEWARK DE 19711-4124 (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--4
REV 1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRICK JEAN EFILE NO. :21 13-0631 ACN: 101 DATE: 03-31-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 185,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with Your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 124,610.79
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 692,636.65
8. Total Assets (8) 1 .002,247.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18.258.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 18,258.91
12. Net Value of Tax Return (12) 983,988.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 983,988.53
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 C16) 9R3.9RR.g3 X 045 = 44,279.48
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)= 44,279.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-19-2013 CDO17913 2,052.63 39,000.00
11-25-2013 CDO18458 .00 3,226.85
TOTAL TAX PAYMENT 44,279.48
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. \`