HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAXREV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-29-2014
ESTATE OF BARRICK WALTER S
DATE OF DEATH 05-06-2013
FILE NUMBER 21 13-0556
COUNTY CUMBERLAND
STOTT SUSAN E
ACN 101
198 CLAY RD APPEAL DATE: 11-28-2014
CARLISLE PA 17015-7405 (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
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRICK WALTER SFILE NO. :21 13-0556 ACN: 101 DATE: 09-29-2014
TAX RETURN WAS: ( 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 Bonds (Schedule B) (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16,300.00
6. Jointly Owned Property (Schedule F) (6) 140,163.00
7. Transfers CSchedule G) C7) 62,986.00
8. Total Assets C8) 219,449.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,532.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,598.00
11. Total Deductions (11) 15,130.00
12. Net Value of Tax Return (12) 204,319.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 204,319.00
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: C'>
15. Amount of Line 14 at spousal rate C15) 204,319.00 X 00C== _W0
16. Amount of Line 14 taxable at lineal rate (16) -00 X 045.E=�:o CZ3 ,On
17. Amount of Line 14 at sibling rate (17) 00 X 12 = �T,(ff 0-_,
18. Amount of Line 14 taxable at collateral rate (18) 00 X 15'"
19. Principal Tax Due
TAX CREDITS: fu cs p 71 a Z)
PAYMENT RECEIPT DISCOUNT C+) - � -D
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T1
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AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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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.