HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION p� REV-1547 IX AFP (09-12)
PO BOX 280601 RECORDED OFFICE 0
HARRISBURG PA 17128-0601
REG�ST1ER OF .o"
DATE 04-22-2013
13 APR i� # t ' ESTATE OF BAILEY DELORES J
LU DATE OF DEATH 10-19-2011
CLERK FILE NUMBER 21 11-1150
MARCUS A MCKNIGHTQ ��ANS' C0biRT COUNTY CUMBERLAND
ACN
60 W POMFRET STOUMBERLAND (10'0.,,0(10'0., PA APPEAL DATE: 06-21-2013
CARLISLE P A 17 013 (See reverse side under Objections)
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
REV 1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAILEY DELORES JFILE NO. :21 11-1150 ACN: 101 DATE: 04-22-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
0 0 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 1,622.03
6. Jointly Owned Property (Schedule F) (6) 64,200.00
7. Transfers (Schedule G) (7)
172,988. 15
8. Total Assets c8) 238,810. 18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9} 16,185.7 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 933.44
11. Total Deductions (11) 17,119. 15
12. Net Value of Tax Return (12) 221,691.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 221,691.03
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 771 .491 _03 X 045 = 9,976.10
17. Amount of Line 14 at sibling rate C17) .01), X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 9,976. 10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+}
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-27-2012 CDO16968 131.70- 10,595.50
TOTAL TAX PAYMENT 10,463.80
BALANCE OF TAX DUE 487.70CR
INTEREST AND PEN. .00
TOTAL DUE 487.70CR
* 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 FOR INSTRUCTIONS. 0
REV-1470 EX(01-10)
pennsytvania INHERITANCE TAX
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DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601 1
DECEDENT'S NAME FILE NUMBER
Delores J Bailey 2111-1150
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 1 Accepted additional asset.
Based on the original and supplemental returns.
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