HomeMy WebLinkAbout07-10-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT#CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ .~-ppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `','.`~ "; '.DF ~~EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~~~ J~!L ~ {j ~~ ~: ~~ DATE 07-06-2009
ESTATE OF NAILOR CHARLES
~L~a~C ~;~ DATE OF DEATH 05-11-2008
L~ ~~ . Ji
Q~P~~a~i~~ v~}~.~~~ FILE NUMBER 21 08-0550
~ a~•-r ,~-~~ ~ ~ ,~ COUNTY CUMBERLAND
STACY B WOLF ESQ C~'~~' '" ~ ' ACN 101
WOLF 8. WOLF APPEAL DATE: 09-04-2009
10 W H I GH ST (See reverse side under Objections)
CARLISLE PA 17013-2922 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -• RETAIN LOWER PORTION FOR YOUR RECORDS !- --------------
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NAILOR CHARLES FILE N0. 21 08-0550 ACN 101 DATE 07-06-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13.
14.
cl) .00
c2) .00
c3) .00
c4) .00
c5) 49,644.68
C6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 49,644.68
7,185.30
C9)
clo) 40.523.13
cll) 47.708.43
c12) 1 , 936.25
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax Cly) 1,936.25
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
c19)= 87.13
INA 4rR GL11J•
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-05-2008 CD010094 4.36 315.00
c15) .00 X 00 = .00
c16) 1 , 936.25 X 045 _ 87.13
cln .00 X 12 = .00
c1B) .00 X 15 .00
TOTAL TAX CREDIT 319.36
BALANCE OF TAX DUE 232.23CR
INTEREST AND PEN. .00
TOTAL DUE 232.23CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
n orrnun crc RCVFRCR srnF nF THIS FORM FOR INSTRUCTIONS J ,