HomeMy WebLinkAbout01-06-06
01-03-2006
BARRICK
07-27-2005
21 05-0759
CUMBERLAND
101
APPEAL DATE: 03-04-2006
( See reverse side under Objections)
Allount Re.i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +-
Riy:is47-ix-AFP-ioi:osi-NOTici-OF-iNHiRiTANCi-TAX-AP;RAisEMENT:-ALLOMANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LESTER E FILE NO. 21 05-0759 ACN 101
"',.,.'l".'"
.....I-:.......:\;'.~I--.....
BUREAU OF INDIVIOOlli,.{AXES!,':
INtERITANCE TAX DIVISION"
PO BOX 280601 '
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
2005
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
r
-0
\"tl
!: 09
O~?P( "
ROGER JJ'}IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF BARRICK
.
REV-15~7 EX AFP (06-05)
LESTER
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 01-03-2006
I~ an asses~ent was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Line 14 .t Spousal rat. (IS)
16. A80unt of Line 14 taxable at Lineal/Class A r.te (16)
17. ~unt of Line 14 .t Sibling rate (17)
18. AMount of Line 14 taxable at Coll.teral/Class B rate (18)
19. Principal Tax Due
S.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat. (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
220.000.00
.00
.00
.00
21.390.33
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule 1)
11. Totel Deductions
12. Net Value of Tax Return
13. Charitab1e/Gover~ta1 Bequests; Non-elected 9113 Trusts
14. Net Value of Estate SubjllCt to Tax
33,570.39
(9)
UO)
150.475.64
(1)
(2)
(3)
(4)
(Schedule J)
NOTE:
.00 X
.00 X
.00 X
57,344.30 X
AMOUNT PAID
8,171.57
DATE
10-21-2005
NUltBER
CD005925
INTEREST/PEN PAID (-)
430.08
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
subait the upper portion
of this fora with your
tax payaent.
241,390.33
194.046 O~
57,344.30
.00
57,344.30
00 =
045 =
12 =
15 =
.00
.00
.00
8,601.65
8,601.65
(19)=
8,601.65
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. " '
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU HAY BE DUE V'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)