HomeMy WebLinkAbout06-12-09COMMONWEALTH OF PENNSYLVANIA
DyE~_PARTMENT OF REVENUE
i~ r ~~~~,~ rptOT~I~ ~~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ;.~~.i?4P RA~i$~IF,,~F~', ='ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ' ;~'.:.`~~k' bL*~iUC1j1`01J§ AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 t1~ REV-1547 EX AFP CO1-09)
Z~Q~~U~ ~~ ~N~2' yo DATE 06-08-2009
ESTATE OF BAILEY ELEANOR D
C ~ DATE OF DEATH 11-02-2008
~'~ C FILE NUMBER 21 08-1161
WILLIAM L GRUBB ~~~~~ ~~~ ACNNTY lO1BERLAND
3803 GETTYSBURG RD APPEAL DATE: 08-07-2009
CAMP H I L L P A 17 011 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --• RETAIN LOWER PORTION FOR YOUR RECORDS l---~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAILEY ELEANOR D FILE N0. 21 08-1161 ACN 101 DATE 06-OS-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2, Stocks and Bonds (Schedule B) C2) ,OQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) C5) 26 5,425.10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets ~$) 265, 425.10
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,089.74
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11 . Total Deductions C11) 1 4.089 _ 74
12. Net Value of Tax Return (12) 251,335.36
13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 251,335.36
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 251,335.36 X 045 _ 11,310.09
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . OD
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •DO X 1 5 = .00
19.
~~v re Principal
~r,rTn _ Tax Due C19)= 11,310.09
PAYMENT
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-21-2009 CD010795 565.50 11,310.09
TOTAL TAX CREDIT 11,875.59
BALANCE OF TAX DUE 565.50CR
INTEREST AND PEN. .00
TOTAL DUE 565.50CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)