HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.,-,f , ,.- i~1OTLCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _~ •_~4P~pRA`ISE`ME.N~F, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 1 ~•,.-^ pF b.E,D~1CT`I'ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~`
HARRIS8UR6 PA 17128-0601 ~ ~`'"~~ ~ -~~ ~ ~iJi , i ~ ~~~
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JOHN R KENNEY C~.~~`;"_.~.~~._,'* ?~~ '~'~}~, PA.
4533 E LAFAYETTE BLVD
PHOENIX AZ 85018
REV-1547 EX AFP CO1-09)
DATE 07-20-2009
ESTATE OF STAUB NOLAN C
DATE OF DEATH 03-15-2008
FILE NUMBER 21 08-0320
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-18-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS-LINE _ ~i R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ -
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STAUB NOLAN C FILE N0. 21 08-0320 ACN 101 --
OR-
DATE ------------
07-20-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
Stocks and Bonds (Schedule B)
2 C2) .p 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,3 14.9 4
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets Cg) 5, 314.94
APPROVED DEDUCTIONS AND EXEMPTIONS: 5,028.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. DebtslMortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) ~'02S'ti~
12. Net Value of Tax Return C12) 286.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 28 6.4 2
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 C15) 286.42 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 04 5 . .0 0
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due
T~ V A ~ r T T T n_ C19)= .0 0
- A~M N ~
DATE ECE PT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)