HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX [17 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 290601 '
HARRISBURG PA 17128-0601
DATE 04-21-2014
ESTATE OF BARRICK MARY K
DATE OF DEATH 02-01-2013
FILE NUMBER 21 13-0242
COUNTY CUMBERLAND
ANKABRANDT ROSSLIE B
1321 WHITE BIRCH LN ACN APPEAL DATE: 06-20-2014
CARLISLE PA 17013-3583 (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 l---
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REV-1547 EX AF COB-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRICK MARY KFILE NO. :21 13-0242 ACN: 101 DATE: 04-21-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 165,000. 00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B} (2) 100 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.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 15,965.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 698,000.00
8. Total Assets (8) 878.965.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,392.59
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 40 .977. 15
11. Total Deductions (11) 56,369.74
12, Net Value of Tax Return (12) 822,595.91
15. Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 822,595.91
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: ru
15. Amount of Line 14 at spousal rate (15) •00 X 0(ky = 0 0
16. Amount of Line 14 taxable at lineal rate (16) 822.596.91 X 04 I_3 Tit 16,- ITT
17. Amount of Line 14 at sibling rate (17) .nn X 12m - —r, Ira(8
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1!'�7 3 fO U"b 0�
19, Principal Tax Due (1'93 3 ntn
TAX CREDITS: 3> Cn
PAYMENT RECEIPT DISCOUNT (+) `1 -n
DATE NUMBER INTEREST/PEN PAID (-} AMOUNT PAID '-Y1
04-25-2013 CDO17501 368.42 7,000.00 t--• O
10-30-2013 CDO18341 .DO 32,041 . 17,.ti -M 7"-' rn
v'b r_-1 Cr) O
Ca n
TOTAL TAX PAYMENT 39,409.59
BALANCE OF TAX DUE 2,392.78CR
INTEREST AND PEN. .00
TOTAL DUE 2,392.78CR
£ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CRT, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS.