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HomeMy WebLinkAbout03-05-10A° NOTICE OF INHERITANCE TAX pennsylvania ~ '~~~` Sk~LEN,~,nd4LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES }r j{ ~ INHERITANCE TAX DIVISION i ~'--D~~~~~$ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) PO BOX 280601 ^~k `)`~ k ~' HARRISBURG PA 17128-0601 i"'t~'~=~L1~`«€~ ''./~ ~"'~" % z~{~ ~A~ rs A~ ~ ~ ` Q~ DATE 03-08-2010 ESTATE OF BAILEY WILDA H DATE OF DEATH 06-12-2009 ~~{~~ ~Y FILE NUMBER 21 09-0633 ©~~~,~~~ CQURT COUNTY CUMBERLAND HUBERT X GILROY i ~~ A,~a,~,~, ;~~;~, p CG~~ ~~ ~ ~ ~ ~~ ACN 101 ' - ~~~ ~ MARTSON LAW OFCS ` ~ APPEAL DATE: 05-07-2010 10 E H I GH ST (See reverse side under Objections) CARLISLE PA 17013 Amount Remitted~- MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~-! RETAIN LOWER PORTION FOR YOUR RECORDS E~ REV-1547 EX AFP C12-091 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 ( X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest [Schedule C) (3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) ~~~ tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11,686.34 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) 122,205.57 a. Total Assets (8) 133,891.91 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 2.598.54 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.084.73 11. Total Deductions C11) 6,683.27 12. Net Value of Tax Return (12) 127, 208.64 13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 127 , 208.64 NOTE: If an assessment was issued previously, reflect figures that include the total ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (15) .00 x 00 = .00 (16) 197. 08.64 x 045 = 5,724.39 (ln _ nD x 12 = . 00 c1B) .00 x 15 = .00 (19)= 5,724.39 rn,n~ni Keceari DISCOUNT C+) I AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 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. ~ v/ N, ~ i pennsylvan~a INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION } BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280801 DENT'S NAME FILE NUMBER Wilda H. Bailey 21 09-0633 EDULE G ITEM NO. 1 H. Moore EXPLANATION OF CHANGES According to the decedent's trust they had the rights to income during their lifetime. The trust is taxable in the decedent's estate. 101 Row Page 1