HomeMy WebLinkAbout06-11-1011 NOTICE OF INHERITANCE TAX pE11#1Sy"~Vat1'~a
BUREAU OF INDIVIDUA~.~~~C1E~~-~ ~~~~~~EMENT, ALLQWANCE QR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ "~ ~~'"` `~ ~"'~- ~~ ~= DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP Clz-o9)
PO 8~( 280601 ~i.~° ~ ` ~~ ' }"~ ~ "''"~
HARRIS8UR6 PA 17128-0601
~~~~ ~U~ ~ ~ ~~ ~~~ ~~ ~ DATE 06-08-2010
ESTATE OF BAILEY RICK D
~~ ~~ DATE OF DEATH 07-31-2009
Q~~~"~~ ~~~"~ FILE NUMIIER 21 09-0857
~~~' ~'' P~` ~ ` COUNTY CUMBERLAND
ROGER B I ACN 101
60 W POMP RET ST APPEAL DATE: 08-07-2010
CARL I SL E PA 17 013 (See reverse rude u>sder Q~-}ert~o~es )
Amount Re~ittsd ~r ~~
MAKE CNECK PAYABLE AND REM3T PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL.ONC THIS LINE ~*~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
_
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAIStfrMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAILEY RICK DFILE N0.:21 09-0857 ACN: 101 DATE: 06-08-2010
TAX RETURN WAS: C~(3 ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL Rf7URN
1. Real Estate ,CSchodulo A) C1) 95 ~- 4Q0,~_- NOTE: To ensure proper
2. Stocks and Blonds CSchodula B) C2) •0 0 credit to your account,
3. Closely Hold'Stock/Partnership Intere st CSchodula C) C3) .OD submit the upper portion
of this form with your
4. Mortgages/No~os Receivable CSchodulo D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 69, 031.10
6. Jointly Owned Property CSchodulo F) C6) 1 , 081.21
7. Transfers CSdhedule G) C7) .0 0
8. Total Assets C8) 165,112.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchodulo H) Cg) 15.9 ~„Q„~
10. Debts/Mortgage Liabilities/Liens CSchodulo I) C10) 94,29_,05
11. Total Deductions C11) 110,170.11
12. Not Value of .Tax Return C12) 54, 942.20
13. Charitable/Gpvornmontal Bequests; Non-elected 9113 Trusts CSchodulo J) C13) .0 0
14. Not Value of Estate Subject to Tax C14) 54:942.20
NOTE: If an asskess~ent aas issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~ipures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAB:
15. Amount of Lirte 14 at Spousal rate C15) .00 X 00 .00
16. Amount of Lir1o 14 taxable at Lineal/Class A rate C 16) x_, 56 . 13Q . 5B x 045 a 2, 435.88
17. Aaount of Lino 14 at Sibling rate C17) ,__,~ X 12 = .~Q
18. Amount of Lino 14 taxable at Collateral/Class B rate C18) 811.72 X 15 = 121.76
19. Principal Ta~c Duo C19)~ 2,557.64
TAX CREDITS:
PAYMENT
DATE RECEI T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-09-2010 D012337 .00 2,557.64
TOTAL TAX PAYMENT 2,557.64
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE '..INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~J~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTLONS.