HomeMy WebLinkAbout03-18-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HUBERT X GILROY
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE
NOTICE QF INHERITANCE TAX
:`'l~~'R~RA~~~~ry~l~ l~LLOWANCE OR DISALLOWANCE
,~QF ._HE3IUCfiT~OG1!IS AND ASSESSMENT OF TAX
( ~ ~~.L e
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
ZO~Q ~R 18 Pfi~ 3~ ~ J ESTATE OF BAILEY2010 WILDA H
~~~~,~,~~ DATE OF DEATH 06-12-2009
~~~~~`~,,~~,~ ~,~`~~T FILE NUMBER 21 09-0633
°~~, COUNTY CUMBERLAND
~,;4, ACN 101
APPEAL DATE: 05-07-2010
(See reverse side under Objections )
PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~'- RETAIN LOWER PORTION FOR YOUR RECORDS ~ ______________
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REV-.1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAILEY WILDA HFILE N0.:21 09-0633 ACN: 101 DATE: 03-08-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1 1,68 6.34
6. Jointly Ownad Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 122,2.05.57
s. Total Assets C8) 133, 891 .91
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.5 9 8.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,0 8 4.7 3
~~ +11. Total Deductions C11) 6, 683.27
C12) 127,208.64
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 127,208.64
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 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 27 .208 _ 64 x 045 = 5, 724.39
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 .0 0
19. Principal Tax Due C19)= 5, 724.39
TAY CREi]ITS e
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-11-2009 CD011738 11.26 213.88
INTEREST IS CHARGED THROUGH 03-23-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 225.14
BALANCE OF TAX DUE 5,499.25
INTEREST AND PEN. 6.65
TOTAL DUE 5,505.90
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 012493
BAILEY KEITH E
4 VILLAGE ROAD
MECHANICSBURG, PA 17050
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ESTATE INFORMATION: SSN: 177-10-0451
FILE NUMBER: 2109-0633
DECEDENT NAME: BAILEY WILDA H
DATE OF PAYMENT: 03/ 1 8/2010
POSTMARK DATE: 03/18/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 06/ 1 2/2009
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $ 5, 505.90
TOTAL AMOUNT PAID:
REMARKS: RECEIPT GIVEN TO ATTY
CHECK# 513
$ 5, 505.90
INITIALS: JN
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS