HomeMy WebLinkAbout05-07-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
,.~,_ ~r 2~-•.__~r. NOTICE OF INHERITANCE TAX
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DENNIS J HOOVER ~'~"~~ =-~~'~-~`w''tii~ ~='--' ~ P/~.
ROSEN HOOVER
100 N CHARLES ST 1010
BALTIMORE MD 21201
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-03-2010
ESTATE OF NOLAN FREDITH E
DATE OF DEATH 03-01-2009
FILE NUMBER 21 09-0272
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-02-2010
(See reverse side under Objections )
Amount Remitted -l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NOLAN FREDITH EFILE N0.:21 09-0272 ACN: 101 _______________
OR
DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) cl) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) 170,611.24
6. Jointly Owned Property (Schedule F) (6) 30, 078.20
7. Transfers (Schedule G) C7) 147, 305.14
8. Total Assets c8) 347 , 994.58
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 19,3 6 3.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,2 71.0 3
11. Total Deductions cll) 20,634.03
12. Net Value of Tax Return C12) 327, 360 .55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5 5,9 6 2.17
14. Net Value of Estate Subject to Tax C14) 271 , 398.36
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 C16) 1 1 7 , 623.79 x 045 = 5, 293.07
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 153, 774.57 X 15 = 23, 066.19
19. Principal Tax Due ci9)= 28, 359.26
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-02-2009 CD011938 .00 3,939.5
11-02-2009 CD011939 .00 725.50
11-02-2009 CD011940 .00 1,353.52
11-02-2009 CD011942 .00 22,095.74
1NItREST IS CHARGED THROUGH 05-18-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 28,114.31
BALANCE OF TAX DUE 244.95
INTEREST AND PEN. 4.73
TOTAL DUE 249.68
* 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. ~.~