HomeMy WebLinkAbout09-26-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DOUGLAS G MILLER ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,- NpT~pE''pF ,INHERITANCE TAX
AP-PRAiSEMENT; ALLOWANCE OR DISALLOWANCE
bF,DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
))~~ I[z ~~:`) ~!' ~°~ ~' ~2 DATE 0!~-22-2008
L,:i:;J +..._~ C_U Y~i ~
ESTATE OF BAILEY JEAN W
DATE OF DEATH 1.?-25-2007
;y ~
~~` ;. ~ 1~;~~ FILE NUMBER 2:L 08-0012
~~ '~' - COUNTY CIMBERLAND
'~~
~~..;b " ACN l iD l
CARLISLE PA 17013
APPEAL DATE: 11-21-2008
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I,0 COURT HOUSE
CARLISLE, P~4 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT" OF TAX
ESTATE OF BAILEY JEAN W FILE N0. 21 08-0012 ACN 101 DATE 09-22-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAPIGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds CS~chedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) 13(I, 000.00 NOTE: Ta insure proper
(2) 44.46 credit to your account,
00 submit the upper portion
C3) . of this form with your
(4) .00 tax payment.
c6) .00
(7) 3E., 134.56
(8) 169,045.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
24,441 .74
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1..817 .40
11. Total Deduction.. C11) 26.259.14
12. Net Value of Tax Return C1Y) 142,786.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 142,786.15
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 ait Spousal rate (15) • 00 X 00 _ . 00
16. Amount of Line 14 i:axable at Lineal/Class A rate (16) 142,786.15 X 045 = 6,425.38
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due (19)= 6,425.38
TAY rRFi1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-24-2008 CD009451 157.89 ~i,000.00
07-03-2008 CD009975 .00 ~~,425.38
TOTAL TAX (:REDIT 6,583.27
BALANCE OF 1'AX DUE 157.89CR
INTEREST AND PEN. .00
TOTAL DUE 157.89CR
i
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ,4S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)