HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES ~ t"` ,AP~RR~~~~1'I~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF 'D,F TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 _., ~ ~ -- ~ : - ~ ~+ `
HARRISBURG PA 17128-0601 ~ i~ '`-' -° ` ~-' ` ~`''` ' - `
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PO BOX 159
DUNCANNON PA 17020
DATE 04-12-2010
ESTATE OF NAGLE BARRY J
DATE OF DEATH 02-04-2009
FILE NUMBER 21 09-0964
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- ~ --RETAIN LOWER-PORTION-FOR-YOUR-RECORDS
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP RAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NAGLE BARRY JFILE N0.:21 09-0964 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) 70, 000.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 70,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13.5 9 7.9 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 13,597.99
12. Net Value of Tax Return C12) 56,402.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 56,402.01
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) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 56.402.01 X 12 - 6,768.24
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 6,768.24
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-14-2009 CD011857 .00 6,768.24
TOTAL TAX PAYMENT 6,768.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS t_
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REV-1470 EX (688) • ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Barry J. Nagle 2109-0964
REVIEWED BY ACN
Jennifer J. Schaefer 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
A 1 This property was jointly held with right of survivorship, not as tenants in common.
Therefore, it has been moved to be properly reflected on Schedule F.
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