HomeMy WebLinkAbout04-27-11->-
NOTICE OF INHERITANCE TAX peC1t1S~/~Va111a
~ ~~.~ AP.PRAF7S~t~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXE~ OF DE CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP <lz-lo)
INHERITANCE TAX DIVISION ,i p~
PO BOX 2B0601 _ ~ -''~~
HARRISBURG PA 17128-0601
DATE 04-18-2011
~~ `J
"`-' ~ ESTATE OF BAILEY NICOLE M
DATE OF DEATH 06-11-2010
v~F~!4 r'' FILE NUMBER 21 10-0672
~~~~~~~ ~~` ~~-'~~~PA, ACNNTY lO1BERLAND
ROBERT G RADEB~~}~{ _ ,
912 N RIVER RD APPEAL DATE: 06-17-2011
HALIFAX PA 17032 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION_ FOR YOUR RECORDS E~ _ _______________
REV-1547 EX AFP C12-10)DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: BAILEY NICOLE MFILE N0.:21 10-0672 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) •~~ NOTE: To ensure proper
1. Real Estate (Schedule A) •00 credit to your account,
.00 submit the upper portion
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
C4) • 00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) •0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 55,587.9 9
6. Jointly Owned Property (Schedule F) C6)
C7) 19,315.75
7. Transfers (Schedule G)
~$) 74 , 903.74
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,912.28
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
Clo) 25.781.75
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C11) 31,694.03
11. Total Deductions 43,209.71
(12)
12. Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4 3,209.71
(14)
14. Net Value of Estate Subject to Tax
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 X 00 = .00
15. Amount of Line 14 at Spousal rate C15)
-00 x 045 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
17. Amount of Line 14 at Sibling rate (17) 43.709 - 71 X 12 = 5, 185.17
.00 x 15 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= 5,185.17
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-29-2010 CD013830 .00 5,185.17
TOTAL TAX PAYMENT 5,185.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DSEEIREVERSECSIDEAOFATHISEDORM FOR)INSTRUCTIONS DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND
REV-1470 EX (OL10)
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
Nicole Marie Bailey
BY
Brett Walker
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2110-0672
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
G 1,2 Per your request these items were separately billed. Beneficiaries are Norman C. Bailey
and Bridget L Bailey.
Row Page 1