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NOTICE OF INHERITANCE TAX pe1~115~/~Va11~a ~~
BUREAU OF INDIVIDUAL TAXES APPRA~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BDX 280601 -
HARRISBURG PA 17128-0601
LISA MAR~~ COYNE 'ESQ -
3901 MARKET ST
CAMP HILL PA 17011
DATE 03-07-2011
ESTATE OF BAILEY WARREN F
DATE OF DEATH 03-23-2009
FILE NUMBER 21 09-0331
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-06-2011
( 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 ~
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAILEY WARREN FFILE N0.:21 09-0331 ACN: 101 DATE: 03-07-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 4 0,00 0.00 NOTE: To ensure proper
(2) ,00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 53,933.50
6. Jointly Owned Property (Schedule F) (6) .00
7 fers (Schedule G)
T (7) 12,848.18
. rans
8 Total Assets c8) 106 , 781.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4 0.609.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,157.65
(11) 41,767.29
11. Total Deductions (12) 65,014.39
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,000.00
tate Subject to Tax
f E
t V
l (14) 64,014.39
14. ue o
s
Ne
a
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, lip, 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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0^ x 045 .00
17. Amount of Line 14 at Sibling rate C17) 4?.086.07 X 12 = 5,050.32
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 21,928.38 X 15 = 3,289.26
19. Principal Tax Due (1`•')° 8,339.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-23-2009 CD011395 157.89 3,000.00
12-30-2010 CD013849 .00 3,188.29
INTEREST IS CHARGED THROUGH 03-22-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT _ 6,346.18
BALANCE OF TAX DUE 1,993.40
INTEREST AND PEN. 226.61
TOTAL DUE 2,220.01
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FOF2M FOR INSTRUCTIONS.
.~
REV-1470 EX (01-10) ~ ~
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUME3ER
Warren F. Bailey 2109-0331
REVIEWED BY ACN 101
Sheila Megonnell
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
E Total on Schedule "E" was not correctly carried forward to recapitulation page.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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