HomeMy WebLinkAbout07-17-06
COMMONWEALTH OF PENNSYLVANIA
"""'pr-= r(:' DEPARTMENT OF REVENUE
rcr00\)\-D Ij\-. ..J -" . NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAIl"1,:urs.-::.:: - . APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INtERITANCE TAX DIVISION ;,r:~:, \,- '. OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 210601 . '. '- "'
HARRISBURG PA 17121-0601
I 1 ~,~~ \\: 39
1n~f) JUL I
...n'/ (\'=
C\ i- ....." \j
O(;c'-~~-:"': 2,
DALE F SHU6HA'Rt JR ESQ
10 W HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-10-2006
BARRICK
02-02-2006
21 06-0164
CUMBERLAND
101
APPEAL DATE: 09-08-2006
( See reverse side under Objections)
Mount R_ittedl 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 ....
----------------------------------------------------------------------------~--------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WAYNE W FILE NO. 21 06-0164 ACN 101
PA 17013
ESTATE OF BARRICK
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedul. A)
2. Stocks 8ncI Bonds (Schlldule B)
3. Closely Held Stock/Partnership Int.rest (Schedul. 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. Tot.l Assats
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/AdII. Costs/Misc. Expansas (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net V.lue of Tax Return
13. ~rit8ble/Sovernmantal Bequests; Non-elected 9113 Trusts
14. Net Value of Estat. Subject to Tax
( ) CHAN8ED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
93.000.00
4.110.15
.00
.00
17.417.43
.00
.00
(8)
'*
REV-1547 EX AFP (06-05)
WAYNE
W
(9)
UO)
24,299.59
DATE 07-10-2006
NOTE: To insure proper
credit to your account,
__it the upper portion
of this fonn with your
tax pay_nt.
114,527.58
21i.l1i9 1>4
89,367.94
.00
89,367.94
If an a.......nt was issued pr.viou.ly, lin.s 14, 15 and/or 16, 17, 18 and 19 will
reflect figur.s that includ. the total of ~ r.turns a.se.s.d to date.
ASSESSMENT OF TAX:
IS. AIIount of Line 14 at Spousal rate US)
16. A.aunt of Line 14 taxable at Lineal/Class A rate (16)
17. Aaount of Line 14 at Sibling rate (7)
18. Aaount of Line 14 taxable at Colleterel/Class B rate (18)
19. Principal Tax Due
NOTE:
DATE
05-01-2006
05-15-2006
.....ER
CD006640
CD006694
INTEREST/PEN PAID (-)
195.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
860.05
(1)
(12)
(3)
(4)
(Schedule oJ)
.00 X
89,367.94 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
4,021.56
.00
.00
4,021. 56
4~021.56
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT.. (CR) ~ YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(9)=
AI10UNT PAID
3,705.00
121.56
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE