HomeMy WebLinkAbout10-20-14 Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
AU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU NOTICE OF INHERITANCE TAX 11 1 1
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601 . RECORDED OFFICE OF
HARRISBURG PA 17128-0al
REGISTER, OF WILLS
DATE 10-21-2014
2014 COT 20 11T 12 12 ESTATE OF BARRICK DIANNE E
DATE OF DEATH 11-02-2013
CLU", OF FILE NUMBER 21 13-1198
COUNTY CUMBERLAND
SHEELY ESQORPHAN.',0R`EQ'-(1F(T ACN 101
127 S MAtWB3T�f t,-, APPEAL DATE: 12-20-2014
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARRICK DIANNE EFILE NO. :21 13-1198 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 149,900.00 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 portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 132,835.78
6. Jointly Owned Property (Schedule F) (6) 3,768.81
7. Transfers (Schedule G) (7) 280,134.78
8. Total Assets (8) 566,639.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 43,867.87
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 134,676.69
11. Total Deductions (11) 178,544.56
12. Net Value of Tax Return (12) 388,094.81
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 388,094.81
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) 217,374-97 x 045 = 9,781 .96
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 170,717.84 x 15 = 25,607.67
19. Principal Tax Due (19)= 35,389.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-12-2014 CDO19290 .00 35,389.53
06-12-2014 CDO19291 .00 . 10
TOTAL TAX PAYMENT 35,389.63
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. \ �