HomeMy WebLinkAbout01-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NATHAN C WOLF ESQ
WOLF B WOLF
10 W HIGH ST
CARLISLE
NOTICE OF INHERITANCE TAX
APPRAISEMEN~,,~..,~,LI,..(~WANCE OR DISALLOWANCE
~9~~~!_ZLCT%1D~ '/kND ASSESSMENT OF TAX
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 01-04-2010
2010.1A~ -8 Phi 1' ~~ ESTATE OF NORNHOLD MARTHA M
DATE OF DEATH 05-21-2008
C~E#~~ (.~r`~- FILE NUMBER 21 08-0576
~RP~,'~f~'la ~~U~? COUNTY CUMBERLAND
Ci~~'t~~'.~~-'f ~','`.''~` '~.:(~„ ~A, ACN 101
APPEAL DATE: 03-05-2010
(See reverse side under Objections)
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 (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANiCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NORNHOLD MARTHA MFILE N0.:21 08-0576 ACN: 101 DATE: Oi-04-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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)
C1) 191,000.00 NOTE: To ensure proper
C2) ,0Q credit to your account,
00 submit the upper portion
C3) . of this form with your
c4) • 00 tax payment.
c5) 8,924.58
c6) .00
c7) .00
cB) 199,924.58
Iq) 15.837.43
no) 3,243.33
11. Total Deductions C11) 19,080.76
12. Net Value of Tax Return X12) 180,843.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 180,843.82
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiDures 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/Class A rate C16) 180 .843.8? x 045 = 8,137.97
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00
19. Principal Tax Due C19)= 8, 137.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-11-2008 (0010115 372.37 7x075.00
07-10-2009 (0011474 13.15- 722.04
TOTAL TAX PAYMENT 8,156.26
BALANCE OF TAX DUE 18.29CR
INTEREST AND PEN. .00
TOTAL DUE 18.29CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DU~; ~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ;~j~~/