HomeMy WebLinkAbout02-05-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
pennsylvania ~
NOTICE OF INHERITANCE TAX
AP p Ifs , ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~,_"^~1~~~~~p~!'~~~' IONS AND ASSESSMENT OF TAX REV-1547 IX AFP clz-o9)
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CLERK t;F
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FLOOR 6
HARRISBURG PA 17101
DATE 01-26-2010
ESTATE OF NOONAN KEVIN T
DATE OF DEATH 02-20-2009
FILE NUMBER 21 09-0192
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-27-2010
(See reverse side under Objections )
Amount Remitted
MAKE REG STERA OFB WILLS REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ RETAIN LOWER PORTION FOR YOUR RECOALLOWANCE OR
CUT ALON_6 THIS LINE ------------------------"-"--"-----------
REV-1547 EX AFP (12-09~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENT OF TAX DATE: 01-26-2010
KEVIN TFILE N0.:21 09-0192 ACN: 101
ESTA 1 t yr : nv.,~..-...
TAX RETURN WAS: C ) ACCEPTED AS FILED
c X) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL REIUKn
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest cSchedule C)
4. Mortgages/Notes Receivable cSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E)
6. Jointly Owned Property cSchedule F)
7. Transfers (Schedule G)
TTACHED NOTICE
NOTE: To ensure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
c8) X49,300.00
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
~~ 86.00
APPROVED
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (10) 27,28 5.00
9.
Debts/Mortgage Liabilities/Liens cSchedule I)
10 X11) 80, 150.00
. 469,150 .00
11. Total Deductions cl2) .00
12. Net Value of Tax Return
Nonelected 9113 Trusts cSche C13)
dule
469,150.00
13. Charitable/Governmental Bequests; c14)
14. Net Value of Estate Subject to Tax
l
~
~
n
and 19 will
NOTE: If an assessment was issued previou t 1 of ALL
re~t
to d to
to
assessed
urns
--
reflect figures that include the 00
ASSESSMENT OF TAX: c15)
14 at Spousal rate .00 x 00 =
ico_t~0.00 x 045 = ,
21,111.75
C16)
15. Amount of Line
14 taxable at Lineal/Class A rate
00 X 12 ,00
C17)
16. Amount of Line _ 00
17. Amount of Line 14 at Sibling rate
t Collateral/Class B rate (18 _
.00 x 15 -
c19)= .
21 ,111.75
18. Amount of Line 14 taxable a
19. Principal Tax Due
TAX CREDITS: DISCOUNT c+) AMOUNT PAID
PAYMENT RECEIPT
NUMBER INTEREST/PEN PAID c-)
19,518.00
DATE .OO
11-10-2009 CD011980
INTEREST IS CHARGED THROUGH 02-10-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~1) 441,450.00
c2) 675.00
c3) 66,490.00
c4) .00
c5) 21, 236.00
c6) .00
c~) 19,449.00
TOTAL TAX PAYMENT 19,518.00
BALANCE OF TAX DUE 1,593.75
INTEREST AND PEN. 16.14
TOTAL DUE 1,609.89
AF REFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DU~
* LF PAID AFTER DATE INDICATED. SEE REVERSE
.-..o rep cul_ATION OF ADDITIONAL INTEREST.
REV-1470 EX (G88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601 _^
NOONAN, KEVIN T
2109-0192
101
INHERITANCE TAX
EXPLANATION
OF CHANGES
Bryan Rondon
SCHEDULE
C
C
G
2.
3.
3.
EXPLANATION OF CHANGES
Assessed at $ 23,292.00.
The $ 74,481.00 didn't constitute a liability tO and to Waterford Partners.
The company was indebted to Carol Noonan
Once the real estates owned by the corpora01 to Waterford Partnebsedness were paid in
full $ 238,253.00 to Carol Noonan and $ 45,1
Assessed at $ 42,000.00.
Decedent's 20% interest as of date of death was determined to be $ 41,966.43 rounded
to $ 42,000.00,
Assessed- at $19,449.00.
~: Decedent's Roth IRA Account was determined to be a taxable asset based on >P
Section 9111(r)(14.7) of the PA inheritance and .Estate Tax Act.
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