HomeMy WebLinkAbout07-16-10NOTIC,~~ OF INHERITANCE TAX pennsylvan~a ~
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,~...,..-~•Pic'~~~~4~'~T1~4"ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES '
INHERITANCE TAX DIVISION " • _ ~Fr• DED~,(,~'T,1rDN$ AND ASSESSMENT OF TAX REV-1.547 EX AFP (12-09)
PO BOX 280601 ~ - ~ '' y °- ~" ' ' _ ` '•
HARRISBURG PA 17128-0601 ~ '""~"~~~ ~ ~~
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JUG DATE 07-13-2010
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. ESTATE OF BAILEYS EMMA
DATE OF DEATH 05-02-2009
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' FILE NUMBER 21 09-0709
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AMY M MOYA ~
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5011 LOCUST LANE APPEAL DATE: 09-1 1-2010
HARRISBURG P A 1710 9 (See reverse side under Objections
Amount Remitted 1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 CDURTH~USE SQUARE
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: BAILEYS EMMA FILE N0 .:21 09-0709 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) t3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,15 3.8 3
6. Jointly Owned Property (Schedule F) (6) 2, 380.69
7. Transfers (Schedule G) C7) 393, 535.02
8. Total Assets tB) 401 , 069 .54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 3,6 9 8.6 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18,322.34
11. Total Deductions (11) 42, 020 .98
12. Net Value of Tax Return t12) 359,048.56
13. Charitable/Governmental Bequests; Non-elected 41 13 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 359, 04$ . 56
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 354 , [l48 . 56 x 045 = 16, 157.19
17. Amount of Line 14 at Sibling rate t17) .~ 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (i9)= 16, 157.19
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-29-2009 CD011548 807.86 15,400.00
07-06-2010 REFUND .00 50.67-
TOTAL TAX PAYMENT 16,157.19
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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